Accounting
What Accounting needs in SquareCoil — job costs, purchase orders, and invoicing a job at closeout.
0 of 6 modules complete
Module 01
Getting Started
Logging in, navigating the interface, and an overview of how SquareCoil is organized from an Accounting perspective.
Coming Soon
Module 02
Sending a Task
How to create and send tasks to team members, set due dates, and follow up within SquareCoil.
Coming Soon
Module 03
Uploading Documents
Uploading invoices, vendor bills, and other job documents to the correct location in SquareCoil.
Coming Soon
Module 04
Costing
Reviewing job costs entered by Sales/PM to keep a job's actuals lined up against the estimate.
Coming Soon
Module 05
Purchase Orders
Processing and tracking vendor purchase orders tied to a job.
Coming Soon
Module 06
Invoicing / Closing Out a Job
Generating the invoice and marking a job billed and closed out in SquareCoil.
Coming Soon