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 creating a job document from a single job detail 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) create a job document from multiple job details 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