Knowledge base / JobFlow from NetValue

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JobFlow - Connecting to Xero

Training Guides

Set-Up for Xero Users

Help Tutorials - Basic Workflow

Set-Up Information Required & Checklist

How do I review jobs ready for invoicing?

How do I invoice reviewed jobs?

Invoicing Order - what order will my Tasks, Services Products and Materials show in?

Understanding Item and GL Account Codes (Xero Integration)

Materials arent showing on my printed Job Card, why is this?

How do I print a Job Card/ Job Sheet?

What is " New " job status?

What is "Booked' job status?

What is "Scheduled" Job Status?

What is "Complete" Job Status?

How do I manually complete a Job? (from a Job Card)

How to review a job completed by a mobile operator.

How do we view work scheduled for mobile operators (Work Queue)

How do we set up a mobile operator?

What information can we use to train mobile operators?

How do I schedule work via the Job?

How do I use the scheduler to assign work?

What are Attributes? How are they used?

How do I set up my attributes?

After selecting a Job Template where does the expanded information come from?

How do I set up a job template?

What are resources and how do I add them?

Where do I load new stock? ( products,materials or services)?

Stock - keeping track of your stock.

How do teams help and how do I set them up?

Adding a site when creating a new customer shows limited information - why?

How to revert map to google.map (when custom map is loaded)

Creating Complete Time Sheets / Time Records including Daily Tasks

How do I re-set a task that has been accidentally started?

Customer support service by UserEcho