by Carl Mueller | Dec 20, 2024 | Product Tips & Tricks
Creating a “Job” allows you to group multiple projects together for reporting and searches. For example, if you have two projects for a customer and you want to report across both projects, enter a job number on Project 1 and enter the same job number on...
by Carl Mueller | Dec 2, 2024 | Product Tips & Tricks
Following steps will take you from creating a new customer to setting up all project fields, equipment list and card list. Set Up Customer with Codes and Statuses (Gear > Lists > Companies) Video: Add Customer to DocBoss (includes all steps from creating a...
by Carl Mueller | Nov 4, 2024 | Product Tips & Tricks
Let’s talk about how to set up a project within DocBoss. This is the main Setup of your project. You have two options and the selection will vary the fields that are available. Option 1 – Order Option 2 – Quote Profile This section is for your...
by Carl Mueller | Oct 3, 2024 | Product Tips & Tricks
On each project the default values for bulk process are undefined until a submittal is made. On the first submittal to a target, the default value is assigned from the USER profile and is shown in the submittal pop up (checked or unchecked). Why? Some users are...
by Alina Sonke | Sep 7, 2024 | Product Tips & Tricks
Often, a customer may place an order which is very similar to an order from the past. In these circumstances, you may find it saves time to copy an existing project to jump start the setup process. Open the project you wish to copy. From the Project Menu, click Set...
