Site customer summary

Check the total for quotes, invoice and jobs for a site

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Open the site customer list from Accounts - Sites

Search and click on the site customer's name to open


The job tab shows a list of all jobs for this customer. You can select several jobs to create an Invoice or Report for the jobs. You can also change the job status in bulk.


If you manage assets on this site, you can see a list of all the asset on the Asset tab


Click on the statements tab to see a summary of Invoices, and Quotes

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