Related Articles
Estimates
Creating and Managing Estimates Overview Estimates help you provide customers with a detailed breakdown of services, including customer details, service name, service date and it's related details. You can easily convert estimates into service ...
Service Booking
Creating and Managing Service Bookings Overview The Service Booking Form enables you to seamlessly schedule services for customers. Accessible under the Bookings tab, you can create bookings, track them in the Service Booking Report, and perform ...
zGantt - Simple Gantt Chart for Zoho Creator
Overview The Simple Gantt Chart extension helps the organization to effortlessly track task details on a visual timeline. With intuitive filtering capabilities, users can seamlessly switch between weekly, monthly, yearly, or custom date range views. ...
Sales Persons
Managing Salespersons Overview The Sales People Form allows you to efficiently add and manage salesperson details, including names, contact information, roles, and commissions. Accessible under the People tab, this form serves as a centralized hub ...
Contractors and Technicians
Managing Technicians and Contractors Details Overview The Technician Form allows you to efficiently add and manage details for both technicians and contractors. Technicians are personnel designated to perform services, while contractors are external ...