OK Here goes
- What is Quick Invoice / Quote - I would assume the name gives it away and that it is for giving a 'quick' invoice / quote; but why does it required accreditation in the 'Subscribed Technologies' and is there such a thing as a long Invoice / Quote. Not used it
- I'm Assuming every employee has to be added as a Colleague? Yep
- Adding qualifications to Colleague - does every qual HAVE to have an 'Event'. we have numerous employees with same qualifications attained at different periods in time. Most have no idea of the time scales of the course (which are requested to be entered). Yep a date, date of course, date of certificate, make one up if its never expiring, although your assessor will ask to see the certificate - which should have a date on it
- under PClip Home -> Accounting -> you get requested for Nominal Code Values...... What the hell are these? Never used it
- You get the feature of setting up Departments and Roles. How would these typically be setup? Just trying to understand the purpose better... Never used them
- Under Sub-Contractors, you get a templated Agreement to print and get subbby to read / sign. On this agreement, in the footer there is the Company Reg: on all other docs this shows the company number as entered in the company details. On this doc it does not. It shows it's template placeholder of Company.CompanyReg$. Hmm i have used the sub contractor agreement, they always have a date on them, don't know why yours is different. perhaps your speshal
- Under Fleet, you go to Vehicle and go to the insurance section to add details...it's blank. Never used it
- in the Email / SMS templates there appear to be placeholders used which I'm assuming that once you use the template, said place holder will be replaced. i.e {customer name} will then auto show the customers name. This is a nice feature, but where is the list of usable placeholders for making your own templates? Never used them
- What sort of things are acceptable to be stored in the 'MyOffice vault'? Storage limits?? Not sure - ask support - what are you planning on putting in there FFS !
- I have tried sending email to client multiple times and each time It bounces back with a 550 authorisation failed error. This is on there servers!? so looks like email simply doesn't work.Dunno, all my emails work from clip - raise a ticket
Lastly isn't really an issue but still. The dummy job I'm trying to run through it is for a system that has been installed on the boss's house. All the part were donated by a big client we are doing work for (and no, not stolen) so, to keep things cosure I put the prices as zero. An invoice is still raised which isn't an issue but when I try to set it as paid I have to enter a value stated as a MAX of £0.00 and a MIN of £0.01 <-- see the issue? 0 is lower than the MIN but 0.01 is higher than the MAX. lol
Do the project with a real price in it as the invoice and paperwork generated is for the fits, i.e. he paid for it - doesn't matter if he got it for nothing, none checks
Now this in itself isn't an issue I can cancel the project and start again putting a small value in but the problem may arise with job that we won't be taking a deposit on (we don't plan deposits on any to make RECC conformance easy).
There are also some flow issues but to be honest I don't even think I could write it out in a manner that would be understandable so was going to see if the support do TeamViewer sessions....
Anyway, this is all for now. Only spent half a day on it.....
Oh and the lack of missing Knowledge Base pages and the dead tutorial video links are ridiculous. no wonder you cannot get through to support if there is no self help built in.
