Adding a Free-Form Estimate Item
Adding a Pre-Defined Estimate Item
Adding Invoice Line Items
Adding Pre-Defined Quote Items
Assigning Prices To Ordered Items
Assigning Prices To Tasks
Assigning Tasks To Departments and Cost Centers
Closing a Job through the Job Details page
Converting An Estimate Into A Job
Copying an Estimate Item to a Quote Item
Creating a Job Charge with Job Charge
Creating a Job Charge with Job Recorder
Creating An Estimate
Creating a New Customer in Job Manager
Creating A New Job in Job Manager
Creating a New Task or Material
Creating An Invoice
Creating an Outside Purchase
Creating Cost Centers
Creating Credit Cards
Creating Departments
Creating Employees in Job Manager
Creating Free-Form Quote Items
Creating Ordered Items
Creating Price Structures
Creating Shipping Options
Creating Tax Structures
Creating Terms
Creating Workflow Templates in Job Manager
Enabling an Invoice Creation Policy
Filling Invoice Items Using Policies
Generating A Job List
Recording Employee Time Card Information
Setting Company Attributes
Setting Up Auto-Numbering
Viewing Job Charges