Work Order Tracker

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Gmail Connect to Xero New Order

Total: 6 records

ID	Task/Job	Project/Location/Site Details	Remarks	Files	Action
2931	miltown fire doors des	svp milltown	invoice sent	0	Row Color Edit Order
2932	price roof , price plastering	svp milltown	price sent	0	Row Color Edit Order
2933	svp finglas , remove hot press room , add 2 x water heater	svp finglas		0	Row Color Edit Order
2934	minor roof leak which needs to be investigated	(NEWBRIDGE DAY CARE CENTRE, STATION ROAD, NEWBRIDGE, CO. KILDARE, W12 FT73	permission comin	0	Row Color Edit Order
3082	Description 11-Dec-2025 13:54:37 (Zlloydkelly) Dublin Property Maintenance were out on Monday 8.12.2025 and measured doors. 09-Oct-2025 11:41:17 (Zlloydkelly) Vents in bottom of internal fire doors Need to be resolved Works are out to tender for this and larger jobs, so once a company has been assigned, they will carry out this work also.	APARTMENT 31, Saint Brocs, Milltown Road, Dublin 6, D06 C8N1			Row Color Edit Order
3235	svp shop kildare town , clean mould , fix guttes		GET LIST FROM ANDY TO INVOICE	0	Row Color Edit Order

Client Tabs: Filter the list by clicking client names at the top.
Today / 3 Days: Quick filters below the header to see recent job creation.
Show Closed/Cancelled: Reveal completed or cancelled jobs (hidden by default).
Stats: Click the pie chart icon to see a progress overview.

Gmail Dashboard: Access it via the red Google icon to see incoming job requests.
AI Extraction: The system automatically reads emails and PDFs to extract Site Addresses, Job Codes, and Contact Names.
Importing: One-click import pre-fills the new order form with all AI-extracted data.
Sequential POs: Clients like Aspen and DND automatically get the next available PO number suggested.

Inline Editing: Click and type in most table cells to auto-save changes instantly.
WhatsApp Dispatches: Selecting a user enables the WhatsApp button to send job details to workers.
Invoice Status: Tracks the lifecycle of a job's billing (Drafted, Sent, Paid).
Xero Previews: Clicking "Generate Xero" now shows a full preview of the description and contact details before creating the draft.
Bulk Invoicing: Select multiple jobs (checkboxes) to create a grouped invoice.
- Only Completed or Closed jobs can be selected.
- Review all itemized descriptions in the preview modal.
- Set a Custom Global Reference (e.g., "Monthly Maintenance") for the entire batch.
Automatic Sync: If an invoice is Paid, Voided, or Deleted in Xero, the tracker updates automatically via webhooks.

Auto-Sync: Every table edit is pushed to the client's sheet in real-time.
Full Refresh: Use "Sync Database to Google Sheet" in Client Details to rebuild a client's entire sheet.

Tip: Use the History option in the action menu to see who changed what and when.

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