This Help Article covers:
General/Overview:
Pressing on the Key Information Chart or Tile will take you to a Window where you can action any requirements of the Key Information, or view more details.
⚠️ NOTE: If a User does not have the required Permissions to access or use a Katipolt feature, the Key Information Chart or Tiles related to that feature will be hidden on their Dashboard view.
Jobs Overview
Ready to Invoice – Jobs that have been “Mark as ready to invoice” by a User from Katipolt Desktop OR Katipolt Mobile App. To clear from the Dashboard, from the Job(s) either:
Make a Sale, OR
"Mark as not ready to invoice"
Unsold Costs – Costs assigned to Jobs that have not been Sold (WIP). To clear from the Dashboard, from the Job(s) either:
Make a Sale and sell the Labour and/or Materials, OR
Mark the Labour and/or Materials as "Non-Billable"
Quotes Overview
To Send – Quote/Variations added but not Sent (Includes those "Overdue"). To clear from the Dashboard, from the Quote/Variation(s) either:
Complete Quote/Variation and Send (and "Mark as Sent"), OR
"Cancel" the Quote/Variation.
OR
Overdue – Quote/Variations that have passed their entered “Date To Send*” date. To clear from the Dashboard, from the Quote/Variation(s) either:
Complete Quote/Variations and Send (and "Mark as Sent"),
Change the “Date To Send”, OR
“Cancel” the Quote/Variation.
Follow Up – Quote/Variations have been “Sent” and passed their entered “Date to Follow Up” date. To clear from the Dashboard, from the Quote/Variation(s) either:
Change the “Date to Follow Up”, OR
“Cancel”, “Decline”, or “Accept” the Quote/Variation
OR
⚠️ NOTE: If you “Cancel” or “Decline” a Quote, DON'T FORGET TO CHANGE THE STATUS OF THE JOB
"Cancel" - Job WILL go ahead but as a Charge Up Job, Change the Job status to "In Progress"
"Cancel" OR "Decline" - Job WILL NOT go ahead, Change the Job status to "Archived"
Sales Overview
⚠️ NOTE: Values on the Charts or Tiles are Exclusive of GST.
Unsent – Sales that have not been marked on the Katipolt side as “Sent”. To clear from the Dashboard, from the Sales Invoice, Progress Claim, or Credit Note either:
Send and “Mark as sent”, OR
if sent “Mark as sent”
Overdue Payments – Sales that have past their entered “Due Date*” date (May or May Not have been "Sent"). To clear from the Dashboard, from the Sales Invoice, Progress Claim, or Credit Note either:
Change the “Due Date*”, OR
“Mark as paid”
OR
Uninvoiced Retentions – Displays the accumulated total of any Uninvoiced Retentions, review regularly to ensure none have passed their “Retention Release Date”, then Invoice to remove from the Dashboard
⚠️ NOTE: Retentions that have passed their “Retention Release Date”, and have not been Invoiced, trigger the Ready to Invoice flag and display in the Ready to Invoice tile count.