Sign Louisiana Banking Work Order Myself

How to industry sign banking louisiana work order

what's going on might get Len here from job progress today I'm extremely excited to talk to you about how you can take your estimating worksheet and generate that directly into a tier of your list or a work order let's go ahead and jump right in on the left here I'm going to hover over estimating gonna click in and now you'll be able to see that I have my already saved estimating worksheet I use my macro I plot my measurements and here's my document frozen from here I can simply click my three vertical dots into the FF file choose my option for materialist and then go ahead and hit generate upon clicking generate material list it's gonna ask me if I would like to proceed I was yes what I would like to go ahead and rename this who's going to click materialist and then we'll hit our create button you'll notice that when we create on material is regenerated from our existing worksheet that anything that was entered in with the type as a material is going to populate into this material list so no longer going back and forth trying to find the correct materials that you use in your estimate all that information is going to populate directly for you if you'd like to include what your cost is as well you can click the gear icon select include cost and now those numbers are going to popular for you from here if you'd like to put a delivery date so if we leave that in your notes and now we can go ahead and hit our Save button since we've made some changes it's going to ask us to save with our title once we have that enter we're good to go now where she has been saved I'm ready to go ahead and email this out I can locate my three vertical dots underneath this file select email and now I can even go ahead and choose what I might free created email templates so if I create a template with my supplier as we said to once I selected that template and copy it in it would automatically put their correct email address the information I need populates with and here's my PDF document so that's how we generate our material list a let's take a look at our work water we're going to go ahead and we're going to slide back on over to estimating on the left hand side once again I'm going to locate my estimating worksheet that I have created and by three vertical dots now I'm going to choose report so we'll choose generate work water once again it's going to populate as soon as if you'd like to proceed we will proceed WOWY estimate I'm just going to change that to work water hit create and now to me to create a work water for me based off my label items within my estimating worksheet from here it's going to open up directly and I'm a big fan of the work water worksheets because this will allow you to attach your work through notes as well as any photos that you have a new file so here I see I have my tear-off installation my additional pitch again if I want you to see your total I can do include cost and now they can see what they're being paid for this waiver under notes I can locate selected work through notes over here on the right hand side click it and now check off my pre created work through knows that I have on this job hit update and those are going to populate for me from here underneath my attachments I can scroll on over to the right it attached files and now attach any photos that I have within this job so I click on photos for one photo to maybe get a nice little picture of the roof so we're not doing tear off on somebody else's house and then go ahead and hit a tennis files once I'm done and I have all the information I need I can simply hit my Save button and that was going to save this work order that's been previously created the changes that have been made are ready to be sent over and now I can actually go ahead and schedule my job directly from this creative work water so I'm going to hit my three vertical dots and to meet this work water choose my option for schedule and go ahead and actually schedule my job directly to my production maybe I have my sub already created maybe I don't I can go ahead and enter them in choose my specific date and time and you'll see that work order is already attached for me now I could hit my Save button and I'm good to go coming back to the job overview I'll be able to see that my job has been scheduled I can move my job in to correct stage that needs to be moved in I can continue on with the process giving this customer the best possible experience that I can I hope it's been informative if anybody has any questions please feel free to reach out to your account manager or call the support line that number is eight four four five six two seven seven six four extension number two thank you all I hope you have a wonderful day please feel free to reach out as you need