Default Job Value

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.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Tags

Jobs

Date

Over 2 years ago

Author

Termite Solutions South Coast

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