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/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/portal/en/kb/articles/allocatepayments
Saved & Retrieve Named Layouts
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Table of Contents
0:01 Overview
0:16 When to use Named Layouts
0:34 Open an area to view the drawing, edge, and material
0:49 Save a layout as a Named Layout
0:57 Name the layout
1:14 Retrieve a Named Layout for a new job/area
1:49 Use Named Layouts across any jobs/customers
1:55 Delete a Named Layout (remove from list)
2:13 What deletion does/doesn’t affect
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