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      Commercial Job Tools

      Commercial jobs in ActionFlow differ from residential or builder jobs because there are often many more units involved in a single project - a commercial project may be one customer with either many jobs or many areas that contain details for each unit.

      • Commercial Reports - Estimates & Invoices
      • Allocate/Split Payments
      • Save & Retrieve Named Layouts

      Commercial/Multi-Job Reports - Estimate & Invoice

      ActionFlow has the ability to create estimate and invoice reports for multiple jobs intended for use in commercial projects. Check out the support page for more information.

           

      Allocate/Split Payments

      Bill phased jobs together and split payments across jobs.  Enter payments that apply to multiple Jobs/POs when a single large payment is received. Learn how here: https://support.actionflow.net/allocatepayments

      Saved & Retrieve Named Layouts

      Table of Contents

      • Intro (0:00)
      • Save Named Layout (1:10)
      • Retrieve Named Layout - Commercial Job example (1:20)
      • Retrieve Named Layout - Retail Job example (2:00)
      • Delete Named Layout (2:35)