Job Documents
A job document is a proposal, work order, or invoice PDF that is created for a job.
Job documents are not dependent on one another. You can create a work order without a proposal. You can create an invoice without a work order or proposal. This flexibility allows you to manage your business workflow to fit how you do business.
If you have a single job detail, all you need to do is click on the create proposal, work order, or invoice button to create a job document for that job detail—the various options set on the job (such as discount and tax override will be applied).
If you don't select any job details (by checking the checkbox next to the job detail), all job details will be selected when creating a job document.
You can selectively choose a subset of job details to include on a job document.
