Did you know that you can have the system automatically add tasks and work to a job when a client accepts a quote? Use this under-utilized default work system to track more of your work while spending less time setting up the job.
When you edit a product, look for the "Work to create when ordered" module at the bottom left, as seen in this screenshot from the "Sample Album" product included in the sample data when you create your studio:
Use the "Add Work or Task" link to create the items. However they look when you edit them here, is how they'll look when you sell the products.
When you set a Job Phase for the item, the task won't be due until the job reaches that phase. As always, once a job is booked (when a client accepts a quote), you can set the phase of the job just by clicking the progress bar at the top of the Job Editor:
Here the user is changing the job phase to Fulfillment, which would cause the four work and task items shown above to become current.
When you edit a product, look for the "Work to create when ordered" module at the bottom left, as seen in this screenshot from the "Sample Album" product included in the sample data when you create your studio:
Use the "Add Work or Task" link to create the items. However they look when you edit them here, is how they'll look when you sell the products.
When you set a Job Phase for the item, the task won't be due until the job reaches that phase. As always, once a job is booked (when a client accepts a quote), you can set the phase of the job just by clicking the progress bar at the top of the Job Editor:
Here the user is changing the job phase to Fulfillment, which would cause the four work and task items shown above to become current.
This saves us so much time. Thanks for helping automate our studio !