Date: 08/26/2021

Creating activities automatically

We know that quoting usually demands a lot of work. Keep your jobs perfectly balanced with the Job Tracker feature!

Know exactly how many templating, fabrication, and installation you have scheduled in your calendar.

Leading a team is certainly challenging and it takes a lot of attention to keep up with the scheduling process.


 
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Now, the system automatically adds the parts of the job while creating a quote or invoice. In order to make it happen, you should set up a few things first.

 
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Add the parts of the job and choose a color for each

 
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Define how long each part will take to be done in the "Days" field

 
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Give a sequence to each part


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Select if you want the job to be automatically added on quote or invoice


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It´s crucial to ask customers to sign a document after each job is done. Papers get lost or can be damaged. With SlabWare, you can ask your customer to digitally sign it!

By selecting "Show List of Items", the items from the quote or invoice can be displayed on that document

 
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You can also edit the description by adding "no further claims" clauses, for example, or as you wish.

 
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