Creating and editing Service Jobs and Tax Invoices

Added in Version 0.31

Overview
In this article we’ll describe how to exclude products from the Picking List (when inventory is not configured).
Exclude a Product from the Picking List
Open the Main Menu and scroll down to CONFIGURE. Click Products. Find the Product you want to exclude and select it. Under the Product Read more…

Added in Version 0.30

Overview
In this article we’ll describe how to transfer Customer Photos to a Quote or Job.
Transfer Customer Photos to a Quote
Open a Quote. Click Site Analysis on the Sections tab. Scroll down to the Meter Box and Other Photos tab. Click Transfer Customer Photos Read more…

Overview

In this article we’ll explain how to redesign the system on an Installation Job.
How to redesign the system
Open the Installation Job you would like to change. Click the PV / Hot Water / Battery / Other tab. Under the Design section, click the Redesign button. This will open Read more…

Overview

In this article, we’ll explain how to add a Required Document to a Service Admin Requirement.
Configure Service Admin Requirements
Open the Main Menu and scroll down to CONFIGURE. Click Admin Requirements. Find the Admin Requirement in the list (or add a new one) and scroll over to the Required Document column. Select Read more…

Overview

This article will explain how to create a Site Image and use it in the Asset Service Report email.
Creating the Site Image
Open the Site Card for the Site you would like to create an image for. Click Capture Image. In the map tool, adjust the view until the site is visible. Read more…

Overview

In this article we’ll explain how to use the Asset Service Report and describe the service mail out and service emailing functions.
How to run the Asset Service Report
Open the Main Menu and scroll down to REPORTS. Click Asset Service Report. On the filter popup input From Date and To Date – Read more…

Overview

In this article we’ll explain how installation jobs for combos are split and how to invoice these types of jobs.
How PV/HW combo jobs are split
When a quote for a PV and Hot Water combo is set to Complete and Successful, the system will automatically split the Installation Read more…

Overview

In this article we’ll explain how to create an STCs Claim Invoice. Before creating an STCs Claim Invoice, make sure that you have set an STC Trading Company Contact, PV STC GL Account, and HW STC GL Account in Settings and the customer has been created or linked to Read more…