Organization
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 ...
How to manage customers associated with an organization?
The Customers module helps you maintain a database of all your customers, and you can then sort these customers based on specific categories. Then, when the customers are associated with an organization, the field technician provides a smooth ...
How to create an organization?
The organization module helps manage the company details, and In this module, you can add edit Organization information with ease. 1. Select the “Organization” module from the left navigation panel. 2. Enter the “Primary Information” details: ...