The invoices page shows all Invoices by Invoice #, BA Number, Site Address, Date Issued, Due Date and if it has been Paid. Search Search filters can be applied using the options, the options include Invoice Number, BA Number, Due Date and Paid Status. Use the Clear button to remove…
Quotes show all quotes, their status and Quote Date. Search Use the text fields to add filters to the search. Filters include Quote Number, BA Number, Status and Quote Date Use the Clear button to remove the search filters. Edit To edit a quote existing on the Quotes page click…
This is where all Council Applications are shown, you can see the Type, BA Number, Site Address, Date Lodged, Date Approved, Permit # and if it has been approved. New Council Applications are made within the Job > Applications. Search You can search the Council Applications by Type, BA Number,…
Add New Using the Add New button creates a New Job. Fill out the Project Name, the Status is automatically set to New as this is the creation of a new Job. Use the Find Address text field to search for the Address, start typing in the address and select…
This is where Jobs can be found and managed. Search Use the BA Number, Address or Status to Search the Jobs page. Use the Advanced Search to have a more refined search. This will open up options to search via Suburb, Lot No./Plan No., Project Name, Client, Owner, Builder…
Quotes that need to follow up on will be at this location. Click on All Quotes to see all Quotes. Search Once in the All Quotes you can search for specific Quotes. These can be Filtered by Quote Number, BA Number, Status, and the Quote Date. Edit To edit a…
Overdue Invoices can be found at this location. Click on All Invoices to see all Invoices. Search Once in the All Invoices you can search for specific Invoices. These can be Filtered by BA Number, Invoice Number, Due Date and if the Application has been Paid.
Due or overdue tasks can be found in this location. Click on Add New Task to create a new Task. Add All text fields marked with a * are mandatory, these are the BA Number, Group, Status and Due Date. BA Numbers can be created or managed on the Building…
Today’s Inspection Run can be found in this location, this shows all Daily Inspections, click on Add New Inspection to create a new run. Add New Inspection Complete the mandatory text fields marked by *. The BA Number is selected in the drop-down menu. To edit existing or create new…
Council Applications can be found in this location, this shows all Unapproved Applications, click on All Applications to see all. All Applications Once in the All Applications you can search for specific Council Applications. These can be Filtered by BA Number, Application Type, Permit Number, Date Lodged and if the…