Spenda Service: How to Create a Job Type.
This guide will show you how to create a Job Type to use in your Service Bookings. A Job type is a booking template for your Service Bookings. This allows you to prefil require labour, products and any extra charges associated with a commonly used job. For example: Major Service or Minor Service.
1. On Spenda navigate to “Service”.
2. Click “Create Booking+”
3. Select your customer.
4. You will now be in the booking creation Screen > Click on “Select” under “Job Type” > “Add new+”.
5. You are now in the Job Type Template builder. Enter a Template Name > Enter any products you are required to add (Either by tapping the product or creating a new Product). > Change the QTY, within the invoice builder on the right side.> Once completed > Click “Save Template” (You will also see the total cost of your template displayed).
6. You can now finish off your customers booking if required or click cancel. This will save the template but not the booking. Congratulations, you've made a Job Type!
How to Email a GPS Insight Service Job from Spenda
How to email a GPS Insight Service Job, from within Spenda Once a job is marked "Completed" in GPS Insight: Navigate to Spenda app home page. Select the "History" option. In the lower-left of the screen, select "Update Sales". (depending on your ...
How to Invoice a Single Service Job From a Batch
How to Invoice a Single Service Job From a Batch Sometimes you may need to invoice a single job out of a batch invoice. To do this; 1. Navigate to the side menu, and select Service Jobs. We recommend using the "Get Data" button to ensure you have ...
Spenda Service: How to Pay off a Service Job.
This guide will show you how to pay off the completed Service Job. Using one of the many available payment options available to you. 1. Navigate to Service within Spenda > Find the required Service Job you wish to Pay off > Click on the Booking ...
Spenda Service: How to Book a Service.
This guide will show you how to book a Service within Spenda Service. 1. On Spenda navigate to “Service”. 2. Ensure you’re on the day you wish to create the booking. You can do this within the Booking creator screen or by selecting the date within ...
Spenda Service: How to Collect Payment on an Invoiced Job
This guide will show you how to collect payment on a Job that is in invoiced status. Invoiced Status occurs when a Service Job has been charged to the Customers account, to be paid at a later date. There are two methods to pay off an invoice via ...