You can setup the default template (standard structure) for invoice, job sheet and also set job status, status color here.
- If we change the Status and color, it will affect Job status and Color from Dispatch board.
- If you have any question, you can send Mail to Support and also can chat.
- You can set the Configuration name here.
- You can set the default template for the invoice (refer template).
- You can set the default template for the job sheet (refer template).
- You can include the picklist values to the job status by entering names with colon, for example Queued:Ready.
- To set the job status color by entering color name with colon, for example Gray:Yellow.
Fig 1: Fieldax default settings page
|Field Label||Data Type||Description|
|Name||String||Required. The name of the configuration.|
|Invoice||Reference||Refers the name of the invoice.|
|Job Sheet||Reference||Refers the name of the job sheet.|
|Job Status||Text area||Set the values in Job status.|
|Job Status Color||Text area||Set the Job status color by using this value.|