Pocomos

How do I process a job?

"Charge and Complete" is always greyed out. How do I enable it?

How do I bulk complete jobs?

I am trying to service / process an invoice, but every time I select "next" to finish the invoice, it gives me an error and does not let me complete it.

Need a note on the process route page? Add a job note or edit the time slot label!

Can I add a note to the process route page?

This article will show you how to add job notes on existing and new jobs.

Job notes for technicians

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Master Services / Product Blends

Learn how to correctly process a customer refund, choose whether the refunded amount should be applied as a discount, and correct an invoice balance if a refund was processed incorrectly.

How to Process a Refund and Correct an Invoice Balance

Lance Wight

Aubrey Jensen

Process

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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