HOW TO - Create a Flat Rate (Per Quote) Work Order

Modified on Fri, 24 Oct 2008 15:01 by kyimin — Categorized as: Work Order Management

STEP 1: Click the New Task Icon located in the toolbar.

STEP 2: Enter the work order information in the top portion of the screen and click Save.

STEP 3: Click the Details tab in the lower portion of the screen and enter the amount of the quote in the Flat Rate field.

STEP 4: You may update the work order with all of the labor and materials used to complete the job. The amount of the final invoice will be exactly what you enter in the Flat Rate field.