We run a electricians business When we get jobs in I give them to staff on a paper job sheet. It would be great if MYOB could print off a job sheet with the detail of the work, and the customers addr...
Hello Steve,
One of the great, but sadly unrecognised, features of MYOB is that you can already do this.
Firstly create a Service Docket form by copying your current Invoice and then copying and saving it as a Packing Slip and edit to include a provision for the client to sign and with any other detail that you require. Edit the text field that says 'Sale Type' or 'Packing Slip' to "SERVICE DOCKET" or whatever you want to call the form.
When a client calls firstly create in your MYOB a new order for the details. This becomes your Service Order. Print this and it should be on your new Service Docket form.
After the service is complete open the Order, edit if required and then convert it to an Invoice. You can now print or email it to the client.
I hope you can follow this short explanation, but please feel contact me direct if you need more assistance.
Cheers
David