We’ve added the ability to select a builder source when entering job information, giving you more flexibility when managing builder projects. This enhancement ties directly to printing, allowing you to generate documents with a “With Builder Source as Bill To” option. By clearly displaying the builder on order paperwork, this feature helps ensure accurate billing, improves record keeping, and makes it easier to provide the correct documentation for builder-related transactions.
Adding Builder Source to Job Information
Key Steps
Select Builder Source 0:00
Navigate to the order where you want to add job information.
Look for the option to select the builder source.
This is particularly useful for builder projects as it will show the builder on the paperwork as the billed-to entity.
2. Access Job Information 0:11
Click on the pencil and paper icon to access job information.
Locate the section labeled 'builder source'.
3. Choose a Builder 0:26
Click into the builder source section.
A list of all existing customers will appear.
Select the desired builder from the list.
4. Apply and Save Changes 0:42
After selecting the builder, click 'Apply' and then 'Save'.
The builder source will now be added to the job information.
5. Print Order with Builder Source 0:50
Scroll to the bottom of the screen and click 'Share' and then 'Print'.
In the print options, select 'with builder source as bill to'.
6. Verify Builder on Order 1:00
After printing, check the top page of the order to ensure the builder is listed as the billed-to customer.
Confirm that the builder is also visible on the order itself.
Cautionary Notes
Ensure that the correct builder is selected to avoid billing errors.
Double-check the printed order to confirm that the builder information is accurate before sending it out.
Tips for Efficiency
Familiarize yourself with the list of existing customers to speed up the selection process.
Regularly update the builder list to ensure all current builders are available for selection.