Once your team completes a job, review it, add any charges, and send it to your client for approval.
Adding line items
- Open the job and scroll to Line Items.
- Click + Add line item, then choose an item under Product / Service.
- Enter the Qty. The Rate fills in automatically if the item has a default rate. Otherwise, enter it.
- Repeat for each item, then click Save.
You can add or change line items any time until the job is approved.
Don't see the item you need? Add it in the Admin Portal under Products / Services, then refresh the job. You can also type an item name, but it's only added to that one job and isn't saved for future use.
Submitting a job for approval
When the job is ready, click Submit for approval. The job status changes to Pending Approval, and your client is asked to review it.
- Approved: the status changes to Approved.
- Rejected: the client's comments are added to the job. Find it under Rejected, make the changes, and submit it again.
Working with a guest client? Use Send for approval to email the job to your guest requester. See Guest Requesters.
Important: You can submit jobs for approval, but you can't approve them. Only your client can approve a job. If a job needs approving, contact your client's dispatcher or admin.
Not using approvals in IronSight with a client? Add the line items and save, but don't submit for approval. The job stays Completed.
Batching jobs for invoicing (Pro)
Group completed jobs into a batch and export them to QuickBooks.
- In the Jobs tab, check the box next to each job you want to batch. Use filters to find them quickly.
- Click Update Jobs, then Add to Batch.
- Create a new batch with a batch number, date, payment terms, and memo, or add the jobs to an existing batch.
- Click Download CSV to import the batch into QuickBooks.
Archiving jobs
Archiving hides a job from your team's job lists, including on mobile.
- One job: open the job, click the three dots (...), then Archive.
- Several jobs: in the Jobs tab, check the boxes, click Update Jobs, then Archive.
- To find or restore archived jobs: click Archived in the Jobs tab, open the job, and click Unarchive.
Good to know: You can only archive jobs for clients who don't use IronSight themselves.
Have questions? Contact us at support@ironsight.app and we'll help you out.