Jobcard
This module manages job work triggered from CRM quotes.
When a quote is created, it is sent to Zoho Creator as a job quote, initiating the job workflow, and ultimately generating an invoice after completion of all necessary forms.
📌 Module Overview
Job Work Management & Invoicing
The module tracks jobs from CRM quotes through Creator. After creating a job quote, users complete the Condition and PDI forms. Once all forms are filled, an invoice is generated and synced with Zoho Books.
“Streamlined job work processing from quotes to invoice generation.”✅ Features
- Converts CRM quotes into job quotes in Zoho Creator.
- Tracks job workflow through Condition and PDI forms.
- Generates invoices automatically after job completion.
- Syncs all data with Zoho Books for accounting.
- Simplifies job tracking from quote to invoicing.
🎯 Why we built this
To automate and simplify job work tracking, ensuring smooth workflow from CRM quotes to invoicing while maintaining accurate records.
💡 Benefits
- Automation: Workflow triggered automatically from CRM quotes.
- Efficiency: Eliminates manual entry of job details.
- Accuracy: Forms ensure all job conditions and checks are recorded.
- Integration: Data synced directly with Zoho Books for invoicing.
- Tracking: Complete visibility on jobs from quote to invoice.