Through the Finance section, you are able to keep track of all the job
1.1. Accepted Quotes
The jobs that are awarded, either through a direct work order or through by wining a quotation, all the jobs will be listed under "Accepted Quotes" section.
Through here, for each job you are able to initiate a job-specific chat or a video call.
Once a job has been "Marked as Paid" by you or your team the status changes automatically to unpaid invoices, and the respective job moves to the "Paid" tab
All invoices where there is a pending payment or it is partially paid, you are able to view here. If you are integrated with Xero or MYOB the invoice draft will automatically appear here.
Once you mark the invoice as paid or if integrated with Xero Or MYOB it is marked as paid in these systems then the invoice will move to the paid section for review when and if needed.