Overview:
The "... Options" icon, when selected from either a Quote, Job or Invoice, presents one of the respective screens below. It provides easy access to actions that relate to either a Quote, Job or Invoice.
The numberings show that actions can be the same, different or unique across Quotes, Jobs and Invoices. For example, #8 is applicable to Jobs and Invoices and #10 is only applicable to Quotes. Likewise, #4,5,6 are applicable to Quotes and Invoices, but not to Jobs.
Each action is described below.
ps. Annotations in screenshots (numbers/boxes) are used as a reference for the related descriptions that follow (e.g. #1, #2 etc).
Descriptions:
#1 - Customer Signature
Select this option to view a digital Customer Signature within a Quote, Job or Invoice. If a digital signature is not available, then this option will be greyed-out. A window will be presented with a time/date stamp when the digital signature was captured.
#2 - Contact View
This option provides the screen below to set a default Customer tab view for 'the current' Quote, Job or Invoice you are viewing (overriding any default selection made via Settings > Job Management). So that, when you select the Customer tab ... you can choose to see, either customer details, contact details or both.
This option is similar to one shown below, from Settings > Job Management, where this setting applies the default across all Quotes, Jobs and Invoices.
#3 - Fixed Price
This option allows you to provide a 'fixed price' to your customer from either a Quote, Job or Invoice, as shown below, overriding any calculated price. When you select the checkbox alongside Fixed Price in the Options list, a Fixed Price box appears within the Quote, Job or Invoice and you can enter in a preferred value.
If the fixed price entered is under the existing calculated value, the latter changes to red, just as an alert.
Another image of the same, showing the Fixed Price 'title' this time, which was hidden above, by the Options list.
#4 - Create PDF
Items #4, 5 and 6 each create a PDF which is download, printed or emailed. All quite similar but with slight variations so each are described in full.
Select this option to 'download' a PDF of the Quote or Invoice, you are viewing. On selection, you are presented with either of the following screens:
Each of the above offer the same choices for either a Quote or Invoice:
Add Signature on PDF
This adds a digital Customer Signature, if it exists, into the PDF
Full Quote or Invoice
This downloads a Full Quote or Invoice
Summary Quote or Invoice
This downloads a Summary Quote or Invoice
Customise Quote or Invoice
This presents the following screen to customise the details shown within your Quote or Invoice PDF and is then downloaded.
#5 - Print ...
Items #4, 5 and 6 each create a PDF which is download, printed or emailed. All quite similar but with slight variations so each are described in full.
Select this option to 'print' a PDF of the Quote or Invoice, you are viewing. On selection, you are presented with either of the following screens:
Each of the above offer the same choices for either a Quote or Invoice:
Add Signature on PDF
This adds a digital Customer Signature, if it exists, into the PDF
Full Quote or Invoice
This prints a Full Quote or Invoice.
When you select this option, you are initially presented with the screen below, which asks if you would like to mark the status of the Quote or Invoice as 'Sent'. This is based on the scenario that your customer might prefer a hardcopy to be mailed &/or delivered, so it provides the option to change the status to 'Sent'.
After the above, you are presented with a Preview and Print Options
Summary Quote or Invoice
This prints a Summary Quote or Invoice
Please see the Full Quote or Invoice process description above, as it is the same.
Customise Quote or Invoice
This presents the following screen to customise the details presented within your Quote or Invoice PDF, that is then printed.
Following the screen above, please see the Full Quote or Invoice process description above, as it is the same.
#6 - Send ...
Items #4, 5 and 6 each create a PDF which is download, printed or emailed. All quite similar but with slight variations so each are described in full.
Select this option to send a PDF of the Quote or Invoice, you are viewing, to your customer as an attachment to the email. On selection, you are presented with one of the following screens:
Each of the above offer the same choices for either a Quote or Invoice:
Add Signature on PDF
This adds a digital Customer Signature, if it exists, into a PDF which is attached to the email
Full Quote or Invoice
This attaches a Full Quote or Invoice PDF to the email.
Before the email is sent, you are presented with:
a) a preview of the PDF, that will be attached to the email, if confirmed
b) a preview of the email address, subject and email body
After selecting 'Send', the status of the Quote or Invoice changes to 'Sent' and the Customer receives an email similar to the one below, with a PDF attachment of the Quote or Invoice (as indicated):
This email includes two buttons, which are:
a) an 'Add Comment' button
The Customer can select this button if they would like to respond to the email with a comment. They will be presented with a screen like shown below, to add their comment:
Once sent, the customer receives the following confirmation screen that their comment has been submitted successfully:
At the same time, within the Sparky app:
a notification is received indicating a Customer has commented on a Quote (as shown below):
You can also manually navigate to your quote or invoice and select Options > View Customer Comments (see #10 below), which presents a screen similar the one below:
b) an 'Accept Quote" button (or 'Accept Invoice'):
The Customer can select this button if they would like to accept the quote or invoice. Once selected, the customer receives the following confirmation screen that their comment has been submitted successfully:
At the same time, within the Sparky app:
a bell notification is received indicating a Customer has accepted the Quote (as shown below):
the quote status changes to 'Won'
Summary Quote or Invoice
This attaches a Summary Quote or Invoice PDF to the email.
Please see the Full Quote or Invoice process description above, as it is the same.
Customise Quote or Invoice
This presents the following screen to customise the details shown within your Quote or Invoice PDF which is then attached to the email.
Following the screen above, please see the Full Quote or Invoice process description above, as it is the same.
#7 - Save As Pre-build
Select this option to save the Quote, Job or Invoice, you are viewing, as a Pre-build. You are presented with the following screen to complete the process.
If you have a Multi-Task Quote, Job or Invoice, you can select to build the new Pre-build based on either of the existing Tasks, or All Lines, extracted from all Tasks (besides any existing Pre-build line that will not be included).
#8 - Multi-task Order
Select this option to generate a multi-task order for the Job or Invoice, you are viewing. You are presented with the following screen to complete the process. In this example there are two tasks, Task #1 and Task #2, each with two products.
#9 - Archive
Select this option to Archive the Job or Invoice, you are viewing.
#10 - View Customer Comments
Select this option to view any Customer Comments, that a Customer might have sent in response to the Quote or Invoice you would have emailed (See #6)
