These are the key internal documents that can be produced from JOBZ! and which communicate the same information that the customer is receiving (plus some internal-only instructions) to Estimating and Production. Again, all by emailed PDF.
- Request for Estimate (The "RFE")
- Dummy Request (Can also be titled otherwise, such as CAD Request, etc.)
- Sales Order to Production (The "SOP." Includes the Delivery Instructions that can also be produced separately.)
- Author's Changes to Production (Option to include only those items not yet "done")
- Billing Instructions (With Commission Payment form)
- Other Choices, from the Forms Menu