Setting Up Auto-Numbering

  1. Select Auto-numbering under the Administration tab. This will open the Auto-numbering Setup page.
  2. Click the Estimates: Next Number check box (if it is not already checked) and type the appropriate estimate number in the Next Number field. This will determine the estimate number that Job Manager will use to begin auto numbering any new estimates. This is only necessary if you are using your Job Manager system for estimating AND you want autonumbering enabled for Estimates.
  3. Click the Jobs: Auto Number check box (if it is not already checked) and type the appropriate job number in the Next Number field. This will determine the job number that the Job Manager system will use to begin auto numbering any new jobs.
  4. Click the Invoices: Next Number check box (if it is not already checked) and type the appropriate invoice number in the Next Number field. This will determine the invoice number that Job Manager will use to begin auto numbering any new invoices. This is only necessary if you are using your Job Manager system for invoicing AND you want autonumbering enabled for Invoices.
  5. Click the Allow Overrides check box(es) to enable/disable the overriding of auto numbering for estimates, jobs, or invoices.
  6. Click Save ( ). This will save the changes you have made to the database.
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