Module 6.1 creating customers, quotes, jobs and payments as a creator

By the end of this module, you'll know how the creator role differs from the more basic worker/planner roles and the additional menu items and features that can be used (as an overview - full details on adding customers, jobs etc in following modules)


MODULE 6 - CREATORS

6.1 creating customers, quotes, jobs, expenses and payments as a creator

In addition to the actions that workers, planners and job editors can perform, creators have access to the full customer list and owing customers and the quotes section.

For more detailed information on: adding customers, go to module 8, quotes, module 13, and taking payments from owing customers Module 15.


Squeegee Status
2022