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:

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)