> Click on Projects
> Click on New Project
> Click Create Projects
> Click on Customer
> Name your project
> Click on add new item button
> If you create a note or pricing then you can add it to the job sheet.
> Click on the create Estimate, Job Sheet or Invoice button.
> Click on the items you wish to add to your job sheet, e.g.. Note and/or Pricing
> Click the document you want to create.... Job Sheet
> In the example below both the note and pricing has been added to the job sheet. You will notice no prices are added.
> Click Send
Creating a job sheet from a quote
Pricing will be hidden on the job sheet if you create a job sheet from a quote. Once job sheet is raised you can edit job sheet to add more detail if required.