Question asked by Greg McCarthy 8 years ago
Hi there,
We still use paper written job sheets for each job and Im looking for something that can integrate into clearbooks and that is easy to use.
Any recommendations?
Hi Greg,
Apologies for the late response, we seem to have missed your question!
Do your job sheets involve many different invoices and bills for each job?
If this is the case, the Projects may be a good option for you. You can switch Projects on in Settings> Configure system> Features and then find it in Tools> Projects. If you create a project, you can allocate invoices to that project upon creation by selecting it from the 'Project' dropdown.
https://support.clearbooks.co.uk/support/solutions/articles/33000203255-how-to-create-a-project
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