How to Create a Job/Quote/Invoice for an Organization?
The organization module helps manage the company details, and in this module, you can add edit Organization information with ease. You can create a Job / Quote / Invoice for an organization without any hassle.
Now, this article is split into three significant sections:
A. Create a Job for an Organization.
B. Create a Quote for an Organization.
C. Create an Invoice for an Organization.
A. Create a Job for an Organization:
1. Select the “Organizations” module from the left
navigation panel. Next,
please select one of the organizations to create a new job associated with them.
A. Customer Details – In this tab, you can enter the details related to the customers from Organization to Billing and Service Details.
B. Job Details – In this tab, you can enter the specific job details such as Prefix, Job Title, Job Category, Job Priority, Job Type, Parent Job, Job Recurrence, Job Start Time, Job End Time, Due Job Date, Asset, Contract, Job Tags, Parts & Service, and Job Description.
C. Assign Employees – In this tab, you can assign the employees related to the Job based on availability.
D.
Preview & Save – In this tab, you can preview the snapshot of the
details entered and save the details.
B. Create a Quote for an Organization:
5. Select the “New Quote” option under the “More Actions” section for the created Job, select the “New Quote” option.C. Create an Invoice for an Organization.
11. Select the “New
Invoice” option under the “More Actions” section for the created Job,
select the “New Invoice” option.
12. Select
the “Choose Organization” option to select the corresponding
organization details for which invoice for the organization is created.
14. Choose
the “Service Contact Information” option to get the related service and
billing address for which the organization’s invoice is created.
15. Select
the “Choose Line Item” option to select the corresponding product for
which invoice for the organization is created.
By following the above steps, you can create a Job / Quote / Invoice for an organization without hassle.
Related Articles
How to create a Job on the Zuper Mobile app?
Jobs are the heart of the Zuper Mobile App. It is the core of all field service operations. In Zuper Mobile App, you can create a new job. 1. Select the "Jobs" module from the top-left hamburger icon . 2. Select the "+“ icon from the bottom-right ...How to use the B2B scenario in Jobs on Zuper Web App?
Our new feature allows you to create customized jobs for specific organizations or customers, ensuring that business-to-business related work orders are efficiently created with all the necessary details and properties. This feature is especially ...How to Create a New Quote From a Job?
As the job is progressing towards completion, you can create either a New Quote or an Invoice from a job in a few clicks. A quotation is sent to the customer by the employee and once it is approved by the customer, you can go ahead and create an ...How to Create an Invoice?
An invoice is an accounting document that a field service businesses send to their clients to request payment for the services rendered. An invoice can be created in Zuper in any of the three ways listed below. Using the Quick Actions Drop-down From ...How to Create a New Invoice from a Job?
Creating an invoice from a job 1. Go to the Jobs Listing Page by selecting the 'Jobs' Module in the Menu. 2. Locate the specific job for which you would like to raise a Quote. 3. Once the Job Details Page opens, click on the “More Actions” dropdown ...