Job Sheet Settings - CS

There are a variety of settings in the job sheet module in Clik Service which can help you edit your job sheets. This article will guide you through the job sheet settings window, so you can personalise your job sheets with ease.

• You can find the job sheet settings in settings > settings > job sheets.

Job Sheet Defaults

The Job Sheet Defaults allow you to specify whether you want a default title, category, fault code and status when creating a new job sheet. When adding time/materials/miscellaneous items you can also define the default description here.

Choosing all day will set jobs to the entire duration of the day. If this is un-ticked, jobs will default to the next hour of the day when created and end an hour thereafter.

Invoice Creation

The invoice creation options are for when job sheets are turned into invoices. There are many options that allow you to customise your invoice for your exact needs.

You can also setup a default job prefix and a starting job number. However, the number can only be a number higher than the last job number used (i.e. you cannot set it to run from 100 if you already have a job created with a number higher than 101).

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