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JOBS | Enhance Order Number Functionality on Jobs and Invoices

Summary: This feature request seeks to improve the handling and visibility of Order Numbers across jobs and invoices, ensuring consistency and integration with Xero.

Intended Outcome:

  • Ensure Order Numbers are correctly carried over from jobs to invoices.

  • Improve integration with Xero by using Order Numbers as reference numbers.

  • Enhance user experience by providing clear and consistent Order Number fields.

Benefits:

  • Streamlined process for managing Order Numbers.

  • Better integration with Xero, reducing manual data entry.

  • Increased efficiency and accuracy in invoicing and job management.

Key Features:

  1. Order Number Transfer to Invoices:

    • Ensure that when an order number is filled out on a job dispatch, it is copied to the invoice created from that job.

  2. Quote to Job Conversion:

    • Fix the issue where converting a quote to a job and then creating an invoice does not carry over the order number.

  3. Mobile App Enhancements:

    • Add functionality to include Order Numbers on jobs created via the mobile app, ensuring they push through to the invoices.

Status: In Review

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