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Default Job Value

Feature RequestJobsPortalNew Feature

Description:

  • For many businesses, the job value often matches the invoice value. Currently, manually entering every job value can be time-consuming, especially when a significant percentage of jobs have identical job and invoice values.

  • If any job values are overlooked, it can skew metrics when assessing value per day or per employee in Completed Jobs.

Proposed Solution:
To streamline the process:

  • Allow setting the Job value directly within the Job Type Template.

  • Introduce a new field in the Job Type Template for users to specify the Job Value amount.

  • Suggest the inclusion of a helper text with the field to clarify its usage. For instance, "This is not the invoice amount - Just a reference to the Job Value."

Additional Notes:
While this feature aims to streamline the process and reduce manual entry, it's essential to consider the practicality of some aspects of the request.

Posted by Termite Solutions South Coast ·
Status: In Review4 comments

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Comments4

  • Keith Azzopardi

    •

    Sep 14, 2023

    Original Custeomer Request:
    Job Value defaults to Invoice Value unless manually changed

    Having to manually enter every job value is time-consuming when 99% of our jobs have the same job and invoice value. Also, if any job values are missed this messes with the figures when trying to determine the value per day, or per employee in Completed Jobs. Perhaps a tick option in Invoice Settings to allow the Job Value to default to Invoice Value unless manually changed. Any jobs with no invoice default to zero value.

    Hi @Termite Solutions South Coast,

    After a preliminary feasibility assessment, we've approved this card and made adjustments to the approach for better accommodation. It's now open for voting. Thank you.