CRM Software - Link Invoice to Job
Link Invoices, Quotes, Receipts to Jobs and Projects
Manage Customer Jobs
Amphis Customer makes it easy to Create Quotes, Invoices and other history items.
You can also manage Jobs and see at a glance the start and end date, budget, location and history of each Job.
Jobs, Projects and Cases
You can think of a Job as a Project or a Case if that terminology works better for you. It's simply a way to manage chunks of work for a Customer where you may perform more than one chunk of work for the same Customer.
Attach Quote or Invoice to Job
For example you might be a builder and you might create a Quote for Mr Jones for a new conservatory. So you could create a Job called New Conservatory and attach the Quote to that Job.
To attach a Quote, Invoice, Customer Letter, Receipt, Appointment or other History Entry to a Job you simply select the Job from the list of Jobs when creating or editing the History Entry.
You could make an Appointment and also link that to the same Job. You can easily view each Job in Amphis Customer and see all the history items attached to the Job for Mr Jones.
Multiple Jobs Per Customer
Perhaps Mr Jones later also wants a Quote for his garden wall to be replaced and you could then create a new Job called Replace Garden Wall and attach any Quotes, Invoices, Receipts, Customer Letters etc to that Job.
Customer History View and Jobs View
When you view the Customer History for a Customer, all the History Items are shown in date order. But if you look on the Jobs View tab you'll see the Jobs View with all the Jobs and the history items linked to the relevant Jobs. This means you can see at a glance the documents attached to each Job as well as the status of the Job.
We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?