GEM-CAR FAQ

Loading...

How to Rename Jobs in the Point of Sale

In a dynamic work environment, job titles may need updates. This feature allows you to easily update job names within your Point of Sale.

When creating an estimate, after entering the client and the desired products and/or services, click on the jobs that need to be renamed. 

For instance, you would like to specify what kind of inspection the client wishes: the 42 points inspection.


Once I have clicked on the job, it will turn green and automatically send you at the bottom of the page in the description field.

You can now change the description.

Press the Enter key or click outside the box (easier option), all changes will automatically update.

 

Other articles on the subject:

Creating a Package from the Point of Sale (Estimate) 

Reverse an Invoice - Point of Sale Tab

Creating a New Client from the Point of Sale

Communicate from the Point of Sale with Clients Through SMS

Quickly Access Client Notes from the Point of Sale 

Sending Invoices and Payments Directly from the Point of Sale to Accounting

How to Find Parts in the Point of Sale

 

Posted  6 months  ago by  Olivier Brunel
#94 118 views Edited  3 months  ago

Contact Us

GEM-FAQ