Retrieve the Job Card for posted job by Searching for it using the Job Number or Name or via the Boards menu in your Eaco Control Centre by searching within the All Jobs Board or the specific Workflow Board. Here you will find a section within the menu that has a section dedicated to Documents. Within this area, you will find menu items relating to the different types of documents that can be attached to a Job - Quotes, Work Orders, Completion Certificates, Expenses, Invoices, Signatures. To add documents, click through be selecting the relevant document type from this menu and locate the button within top right corner of that screen in order to complete the form wizard (e.g. within the Work Orders screen, you will find a button in the top right corner titled Issue New Work Order, click on this button to complete the Work Order form).
How do I add Documents to a Job? Print
Created by: Dan Ahchow
Modified on: Fri, 20 Sep, 2019 at 12:55 PM
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