Many companies will set the Jobs to auto-archive after 1 year. This helps to
separate Jobs that are covered by warranty from those that aren't covered by warranty.
From the bottom of the archive page, you can also navigate through these five panels. Jobs
- Contact Info: Displays the full name, position and contact details of clients.
- Notes: Contains details regarding orders, such as modifications and edits.
- Order Details: Displays information regarding the quantity and price of an order.
- Payments: Mentions details of the amount payable, payment mode and date of payment.
- Appointments: Contains details regarding appointments, their timing and description.
You can also use the quick action functions via the icons on the right;
- Copy
- New
- View
- Rework
- Add Event/Add Task
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