Course curriculum

    1. Adding a Job Project

    2. Tagging a Job to a Job Project

    3. Converting an Estimate and Associating a Job Project

    4. Accessing Jobs Linked to a Job Project

    1. Entering a Proof

    2. Approving and Rejecting Proofs

    3. Entering a Planned Proof Shipment

    1. What are Item Templates?

    2. Setting up a Standard Item Template

    3. Setting up a Combo Item Template

    4. Item Template Types

    5. Enable Item Templates for Job Entry

    6. Consolidating Estimates on Item Template Jobs

    7. Entering a Job Using a Standard Item Template

    8. More About the "Anchor Estimates" on Item Templates

    9. Entering a Job Using Combo Item Templates

    1. Change Order Types - Billable, Non Billable and Postage Advance Receipt

    2. Entering a Change Order

    3. Change Order Billing Options - Global Setting

    4. Change Order Billing - Summary Setting

    5. Change Order Advanced Postage Invoice

    1. Creating a Job Project

    2. Linking Jobs to Job Projects

    3. Converting an Estimate and Associating a Job Project

    4. Looking Up Jobs Linked to Job Projects

    5. Entering a Proof

    6. Approving and Rejecting Proofs in Pace

    7. Entering a Planned Proof Shipment

    8. Setting Up a Standard Item Template

    9. Setting up a Combo Item Template

    10. Creating Item Template Types

    11. Enabling Item Templates for Job Entry

    12. Entering a Job Using Standard Item Templates

    13. Entering a Job Using Combo Item Templates

    14. Consolidating Estimates on Item Template Jobs

    15. Change Order Types - Billable vs Non Billable

    16. Change Order Entry

    17. Change Order Billing Options

    18. Change Order Invoice - Summary Format

    19. Change Order Advance Postage Receipt

About this course

  • 40 lessons

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