Invoice Delivery Knowledge Base
Ever wondered if your customer has received and viewed an invoice you sent? We fixed this issue. Easily check to see if your invoice has been delivered and viewed by going to the "Invoices" screen
Ever wondered if your customer has received and viewed an invoice you sent? We fixed this issue. Easily check to see if your invoice has been viewed by going to the "Invoices" screen and you'll see "Viewed" next to the status.
The Big Picture
Every email that is delivered through JobCloser is tracked. We check to see if it was delivered to the recipient's inbox and if it was viewed...in fact we track how many times it's been opened.
You can view this from several places in the application:
- "Invoices" screen
- "Job" screen > Invoices tab
- "Customer" screen > Invoices tab
You can also view emails that have been manually and automatically generated from the system. We feel this makes the CRM a better tool for you to follow up on any communication with your customers!
Quickly and easily send out promotion emails, weather notifications, and newsletters to your entire customer base. Even better, you'll be able to see who has viewed your newsletter. This is a powerful tool that is taking companies to the next level
When setting up your inventory, simply assign a cost per unit (even per location if needed) and easily view the profitability from the job screen. See the screenshot for a complicated example with plants and labor
Tired of manually invoicing for every cut? Never forget to generate an invoice again. Let JobCloser generate invoices automatically on the day of the job or once a month to improve your cashflow
Getting started with JobCloser? Need to import data from your old system? Just navigate to your company settings and click "Import / Export" in the top right. Download the sample file and paste in your existing customer's information to get going
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