Katipolt

Jobs (Add - Edit)

How to enter or change a Job Address including using Lot Numbers

Jobs - Job Site/Address (Add -Edit)

How to track and identify costs to a specific area of a Job

Jobs – Site Visits

How to Enter your own Tags then Add to Jobs to help Find/Filter

Jobs - Tags (Enter-Add)

Jobs - Add Costs

How to view the Profit and Loss of a Job (P&L)

Jobs – Profit & Loss (Charge Up - Quoted)

How to view the Profit & Loss Report for a Quoted Job (P&L)

Jobs – Profit & Loss Report (Quoted Job)

Jobs – Certificates – CoC/ESC (Add – Edit)

How to attach a Certificate of Compliance / Electrical Safety Certificate to an Invoice email

Certificates – CoC/ESC (Available Attachments for Emails)

How to add a Job or Customer from the Katipolt Mobile App

Katipolt Mobile – Create Job/Customer

Austin Rasmussen

Help with adding Jobs and creating Quotes

Jobs

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