Hi Matt - yep, I did notice you have quite a few "customer will arrange" jobs when I did your import so this is something we need to address. You can set them up as "one off" jobs in CP (thanks for the tip Paul and Smudger), only problem with that is when you mark them as done on the worksheet they will then automatically set to "Complete" when you submit the sheet, and will therefore not be visible in your job list if you're only showing "Active" jobs. Maybe having an "Adhoc" option as well would be the way forward? Easy enough to add in.
That said... if the customer does want to rebook the job, I imagine they will contact you (rather than you having to remember) in which case all you have to do is search the job list on the customer's name, address or reference and he/she will appear for you to set "Active" and schedule in (or just add straight to a worksheet).
Further thoughts? I think before I add another scheduling option I need to be absolutely sure it's necessary as I don't want to clutter things.
Hi Susan - did you figure out how to mark a debt as paid? If not let me know and I'll walk you through it. Thanks Smudger and Concept for helping out
