Do you have unique Job Numbering Requirements in your business? Did you know that you can tailor WorkflowMax to work for you, by utilising Custom Job Number Sequences?
Custom Job Numbers in WorkflowMax
Thankfully, WorkflowMax has you cover with the ability to change numbering sequences or choose to manually enter job numbers.
Most businesses need the ability to tailor job numbers to their individual businesses requirements.
Thankfully, WorkflowMax has you covered with the ability to change numbering sequences, or choose to manually enter job numbers.
I have included a video for you here to show you how to do the following:
The 1-minute video below demonstrates how you can:
Change Job, Quote, Invoice and Purchase Order number sequences
Manually enter job numbers
Manage your number sequence when importing
If you choose to manually allocate numbers to new jobs, it is important to remember that you'll have to enter a new number each time you start a job.
Do you have any other tips you would like to share?
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