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Click on Wireless forms in the menu on the left.
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Click My forms.
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The list of forms displays.
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Click on New form.
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Select the desired form type.
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Click on the field to the right of Order Taken By and enter the worker’s name.
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Click on the calendar icon
in the field to the right of Date of Order.
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Use the controls the populate to select the desired date.
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Click on the clock icon
in the field to the right of Date of Order.
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Scroll to and click on the desired time.
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Click in the field to the right of Customer Order Number and enter the desired order number.
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Click in the field to the right of Customer Name and enter the client’s name.
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Click in the field to the right of Customer Email and enter the customer’s email address.
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Click on the plus icon
to the right of the email address.
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Repeat steps 13 and 14 to add more email addresses.
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Click on the field to the right of Address and enter the customer’s address.
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Click on the field to the right of City and enter the customer’s city.
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Click on the field to the right of State and enter the customer’s state.
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Click on the field to the right of Zip Code and enter the customer’s zip code.
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Scroll down to Material Cost.
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Click on the Add link to the right of Material Cost.
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Click on the field under Item Name and enter the name of the material.
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Click on the field under Quantity and enter the quantity of the material required.
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Click on the field under Cost and enter the cost of the material.
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Repeat steps 21 through 24 to add more materials.
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Scroll down to the Job Details section.
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Click on the field to the right of Job Name and enter a name for the job.
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Click on the field to the right of Location and enter the location for the job.
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Click on the field to the right of Job Telephone and enter a phone number for the job.
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Click on the calendar icon
to the right of Invoice Date.
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Use the controls that populate to select the desired date.
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Click on the field to the right of Requested Work Description and enter a description for the job.
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Scroll down to the Labor Cost section.
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Click on the field to the right of Hours Worked and enter the hours.
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Click on the field to the right of Rate per Hour and enter the desired rate.
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Scroll down to the Description of Work section.
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Click on the field to the right of Description of Work and enter a completed work description.
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Click on the field to the right of Recommendations and enter any applicable recommendations.
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Scroll down to the Job Cost Summary section.
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The Material Total, Labor Total, and Sub Total fields populate based on the amounts entered above.
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Click on the field to the right of Tax Rate and enter the desired tax rate.
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Scroll down.
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The total updates based on the tax rate entered.
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Click on the drop down to the right of Payment Type and select the desired type.
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Click on the field to the right of Amount Paid and enter the amount paid by the customer.
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Click on the signature icon
to the right of Client Signature.
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Click in the field to the right of Client Signature.
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Have the customer provide their signature.
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Note: You can click Clear to clear the current signature and have the customers re-sign.
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Click Save.
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Scroll down.
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Click on the field to the right of Email this Estimate to and enter the desired email address.
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Click on the plus symbol
to the right of Email this Estimate to.
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Repeat steps 51 and 52 to add more emails.
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Click Submit.
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The form saves.
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The list of forms displays.
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