Creating a Job

This video course will cover all the best practices for creating a Job. In this scenario, we will start with a quote and take you through to making an initial Proforma Invoice.  This lesson will cover:

• Creating a Job From a Template
• Add Customers From Tail Number Look Up
• Creating The Job From a Template
• Adding Parts to A Job
• Sending a Quote By Email
• Manipulating Billable Rates For a Job
• Creating a Purchase Order A Job
• Creating an Invoice and Collecting Payments

We recommend using 2 screens so you can follow along in your AMI system and pause the video as necessary.