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 change the Customer of a Job to change the Customer of an Invoice, Quote, Variation, and/or Progress Claim

Job - Change Customer (Reassign)

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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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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