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 jobs are:
- Go to the Customer/Quotes page and select "Completed", and make sure the date range is "Today"
- Check the "Quantity", "Unit" and "Price" columns. They should all have green backgrounds which signifies a successfully completed job. If they have a white or red background, there may be some data missing which needs to be updated. Also, the tick button under the "Check" column should be green. If it is yellow or red, the driver might not have calculated the totals on the tablet properly.
- If you need to correct any job, click the tick button under the check column. This will slide out a form to calculate and correct the job.
If there are multiple deliveries for the job, each will be shown on a row. If any deliveries are missing totals, then you can fill them in and press "Calculate" to sum the total.
Check the price per unit and any additional charges. And then click "Update this Order" to save it. It is then ready to invoice.
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