Joblogic Web Updates
Collect Payments on Invoices
- You may now collect and manage payments for all Approved Job and PPM Contract Invoices using Joblogic.
- For the Job Invoices, this can be achieved by using the new Payments tab, located within the Invoice Detail screen of each invoice.
- You can click the “Add Payment” button to add a new payment to the Job Invoice.
- For PPM Invoices, payments can be managed using the Invoices tab, located within the PPM Detail screen of each contract.
- You can click the button shown below to add a new payment to the PPM Invoice.
- When adding new payments; you may enter a date, an amount, and also select the actual payment method used by your client. An ‘Other’ option is also provided, just in case our default list does not provide an option that you require.
- Invoices now have a Remaining Balance value, which you can find in multiple locations around the Invoice Detail screen. This will automatically update as you add payments and credits to an invoice.
- Adding payments is currently a manual process. However, in the near future, we will be adding the ability for your customers to actually pay you through the Customer Portal.
Improved Staff & User Permissions
- When creating and editing your staff user accounts, you may now enable/disable individual permissions for each user.
- You can still select from the default user roles (Administrator, Costing User, Job Desk User). However, once a role is selected, you can now fine-tune the details of that access within Joblogic.
- Permissions are grouped into the sections of Joblogic that they affect, this will allow you to find the permissions you want to edit more quickly.
- You may now log Related Jobs against jobs which already exist within Joblogic. To do this, click Related Jobs from under the History tab within the Job Detail screen.
- As you can see, the Job Number for related jobs is mostly the same as the parent job M0000021, but it now ends in /000. This will count upwards as more related jobs are logged.
- Related jobs can also be logged against other related jobs. This is limited up to four levels of related jobs.
Customised Jobsheet Templates
- You may now create and upload your own bespoke Jobsheet templates, which can then be printed and downloaded from within the Job Detail screen.
- In order to get started, please click the Settings menu option, and then click Document Templates panel.
- You will see an existing template named DefaultJobsheetTemplate, this is the template that already existed in Joblogic. It can’t be edited or deleted, so you can always revert back to this if you need to.
- To create your own template, click the Jobsheet Template (with help tips) button. This will be downloaded in Microsoft Word (.docx) format so you can edit it using Microsoft Word or Google Docs. It also contains help comments to assist you in creating your own template.
- Once your template is ready, upload it to Joblogic using the Add button. Here you may give it a title and choose the .docx file to upload.
- Once your template is uploaded, you will be able to select it when printing, downloading or emailing jobs via the Job Detail screen.
- Currently you may only create bespoke Jobsheets, however, we are working on expanding this to other documents within Joblogic (such as Invoices and Quotes).
- When logging a job; the Contact, Telephone and Email fields will automatically be populated using the details from the Primary Contact of the site (if this exists and at least one ‘Event’ checkbox is ticked).
- Various bug fixes have also been made to improve Joblogic’s stability.