⚒ Jobs Guides
📃 Add a Checklist to a Job
Checklists in Ascora provide a streamlined way to ensure that critical steps are never overlooked on a Job or Quote. By breaking tasks into...
🔄 Add a Variation to a Job
Variations in Ascora allow you to manage additional work requests from customers without creating separate Job Cards. This functionality ens...
🔄 Add a Variation to a Job Section
Variations allow you to efficiently handle changes or additions to the original scope of work within a job section. Whether it's a customer...
📎 Add Attachments to a Job
Ascora allows you to attach files to numerous records including Quotes and Jobs – for example, before and after photos, plans, contracts, et...
ℹ Add Details to a Job
Efficiently managing job details is crucial for ensuring smooth workflows and clear communication across your team. Ascora’s intuitive Job C...
💲 Adding a Callout Fee to a Job
Callout fees in Ascora enable businesses to manage and charge for additional service-related costs, such as after-hours visits or emergency...
🔨 Adding Supplies, Kits, and Write-Ins
Streamline your job management process in Ascora by efficiently adding Supplies, Kits, and Write-Ins directly to a Job. Whether you’re incor...
❌ Cancel or Delete a Recurring Job
Ascora’s recurring job templates are flexible, allowing you to skip or remove upcoming jobs without disrupting the entire sequence. Whether...
📃 Create a Job from a Template
If you regularly perform similar types of work, Job Templates can save you time by pre-populating standard details such as supplies, labor i...
🗺 Create a Section Based Job
Section Based Jobs are perfect for larger, multi-stage projects, allowing you to break down work into distinct sections while keeping everyt...
📦 How do I Show Supplies and Labour in Kits as Line Items on the Job Cards
A kit enables you to have multiple supplies and labour grouped into one basket. This makes it easy to add multiple supplies and labour belon...
💬 How to add Common Phrases
In Ascora, Common Phrases are a convenient way to quickly populate job descriptions and work undertakings without retyping the same content...
⚒ How to Add Labour Charges to a Job
Efficiently tracking and managing labour costs is crucial for ensuring accurate job costing and billing. Ascora streamlines this process by...
⏲ How to Add Non-Chargeable Labour to a Job
Efficiently tracking labour costs is essential for accurate job costing and resource management. Ascora provides the flexibility to capture...
💲 How to change Pricing Method
When you create a job, you can easily change the pricing method by going to the Details tab and select from the drop down list in the Pricin...
✅ How to Close a Job and Unlock a Closed Job
When a job is finished, you can mark it as completed and then close it in Ascora, preventing further changes and signaling that all work has...
🔂 How to Create a Recurring Job
Recurring Jobs in Ascora let you automate tasks that repeat at regular intervals—whether weekly, monthly, quarterly, or any custom frequency...
🦺 How to Create Job Types
Defining Job Types in Ascora helps you standardize and streamline your workflow by automatically applying default descriptions, checklists,...
⭐ Job Status
Job statuses are either automatically updated depending on which event or activity occurred or manually updated by selecting the correspondi...
⚒ Jobs Guides
Efficient job management is key to delivering outstanding service, maintaining profitability, and ensuring smooth day-to-day operations. Asc...
📎 Manage Attachments and File Permissions for Jobs in Ascora
Attachments in Ascora streamline the management of job-related files by allowing you to associate important documents and media directly wit...
💲 Pricing Methods - Stages
Stages in Ascora offer an alternative pricing method to Sections , enabling you to organize complex jobs under a single, consolidated view....
💲 Record an Expense Against a Job
Expenses in Ascora provide a convenient way to record and monitor additional costs associated with a Job that are not typically on-charged t...
🔄 Recurring Job From Template Not Created On Correct Date
Problem An upcoming Job created from a Job Template appears to be on the wrong date based on the Job Template. Solution This is commonly due...
ℹ Request for Information (RFI)
A Request for Information (RFI) is a formal way to document and address customer questions or clarifications that fall outside the original...
🔎 Search for an Existing Job
Locating the right job in Ascora should be fast and hassle-free. Whether you remember the exact job number, the type of job, or just a keywo...
➡ Difference Between Margin and Markup
Margin and markup are critical concepts that define the difference between the cost price and the selling price of your supplies. These metr...