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Manually Enter Booking
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How can I add my previous bookings from this year? I am new to inflatable office, and would like to have my old bookings entered for accounting purposes.
Also, how do I add a manual booking, when I receive a phone call?
The same question
These will both be done the same way. This video should be helpful. We'll be adding more videos over the summer so you might want to check the "videos" link at the top of InflatableOffice periodically.
These will both be done the same way. This video should be helpful. We'll be adding more videos over the summer so you might want to check the "videos" link at the top of InflatableOffice periodically.
Something that video briefly mentioned, but you might miss: You can change the status of a lead by clicking on the status you want it in in the status bar. So when your entering old jobs, you'll want to click them into the "complete" status. Don't forget to add a payment to these leads as well so that they don't show that they have a balance due.
Something that video briefly mentioned, but you might miss: You can change the status of a lead by clicking on the status you want it in in the status bar. So when your entering old jobs, you'll want to click them into the "complete" status. Don't forget to add a payment to these leads as well so that they don't show that they have a balance due.
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