In this document we will cover changing status of an order and a job as well as tracking the time spent on an order or a Job.
Order and Job status updates include the production processes used in the product engine, as well as (4) default status settings, Production, Billing, Completed and Canceled.
There are (3) ways to change the Status of an Order/Job and (2) ways to post Time Tracking..
1 - From the List Estimates/Jobs View.
In the list view select the dropdown in the status column and select the new status for that Job.
2 - By using Status and Time Tracking from the Main Menu.
Select status and time tracking
Enter the order or job number that you would like to change the status on.
Use the drop-down in the step field and select the current status of the order/job
Select the start button to start tracking process.
To stop tracking process hit the stop button (1), to start back up hit start again.
If process is complete hit the complete button (2) see below.
3 - By using Status and Time Tracking from the job wheel icon
For any particular job, select wheel icon (1) then select time tracking (2).
This will take you to the time tracking screen.
If you have questions or need help, please open a support ticket by selecting this link Aleyant Support