Project Manager FAQs
You can send quotations out to multiple suppliers easily by selecting all the suppliers you would like to contact in the cost screen. We have a detailed...
Thu, 14 Nov, 2019 at 1:22 PM
If completed jobs aren't appearing in your charging batch, check the Problem Job List on the Charging screen. The job may be missing some information th...
Wed, 8 Jun, 2022 at 11:41 AM
There could be a couple of reasons for this 1. The quote has closed or expired. Every quote has an expiry deadline that you set when you email t...
Wed, 8 Jun, 2022 at 11:41 AM
You can allow a client to view the total cost of a job Go to the Costs tab within a job. In the "Total for all approved costs" box, click on &...
Fri, 24 Jun, 2022 at 5:03 PM
This is an additional charge on top of the supplier cost. This could be used to cover the team’s management time, as an example. Client estimate = Suppl...
Fri, 16 Jun, 2023 at 1:54 PM
How do I see the history of a supplier accepting a purchase order or submitting an invoice? Firstly, click onto the job you want, go to the costs tab a...
Tue, 23 Apr, 2024 at 5:53 PM