Check Column

Check Column

The check button allows you to edit a job after it has been completed. You can change all parts of the delivery (eg. quantity, time on site, extras, price per unit, etc). This allows you to amend the order before you send out an invoice or import into your accounts package.

Once you have checked a job, the background on the check column will go green (2). This shows it has been checked and ready for invoicing and uploading to accounts. You can also manually update a job as checked, or unchecked (see video below).

You can also mark a job "On Hold". This is done in the same way in the video below. Jobs "On Hold" have a red background (1). Jobs on hold will not be downloaded for importing (even if they have been selected).

RED background         =     On Hold

GREEN backbround     =     Job Checked


The colour of the tick in the box (3,4,5) denotes how the data has come back from the driver tablet.

GREEN = Job was calculated by the driver on site and the price has been updated (if necessary) for wait time and any additions. The customer will have been able to see the final total on the tablet.

YELLOW = The driver did not press the "Calculate" button on the tablet so it did not update the price on site. The customer will not have seen the final price on the tablet. But, AGG SMART has updated the price (if necessary) once the job was returned, so the invoice should be correct.

RED = The driver has left data off the tablet, or there has been an issue with the data being sent back from the tablet to AGG SMART. Please check the total delivered with the driver and update the order if necessary by clicking the "Check" button.






    • Related Articles

    • Invoice Number Column

      YELLOW background Quote Emailed GREEN background Invoice Emailed GREEN number Invoice Imported GREEN number (with green border) Invoice Imported (and confirmed in accounts package)
    • Mark Invoice as Sent

      If you are printing and posting invoices as well as emailing them out, we have a facility to mark an invoice as sent (just the same as if it was emailed out). A handy way to keep track of who you have sent invoices to, whether it be email or snail ...
    • Payment Column

      GREEN backbround = Invoice Paid RED backbround = Pre-auth over 20 days old. Near to expiration or expired. YELLOW box = Card Pre Authed GREEN box = Card Captured In your payment providers CMS, the payment reference will be the order number. If there ...
    • Checking Completed Jobs

      At the end of each day we would always advise the checking of completed jobs. This makes sure that all data has been fed back from the trucks correctly and the invoice totals are correct before sending out the invoices. The steps for checking all ...
    • Invoice Sent / Read Indicator

      If you are ever in doubt about what the different text and background colours mean on AGG SMART, hover over the i icon (1). A green background on the invoice number shows that the invoice has been emailed (2). If the customer has an email address, an ...