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Entity numbering
Each entity (request, submission, job, invoice) is linked to its identification number (0001 by default).
This makes it easy to find what you are looking for.
How does the numbering system work?
First, you can enter your previous identification number from your current system right from the start. This is especially useful for invoices and quotes.
The numbers are independent for each of the entities.
⚠️ WARNING
We do not suggest trying to pair or synchronize numbers together, as you will likely never have the same number of requests, submissions, jobs, and invoices.
To make display easier, you can also add letters before the number to better identify the jobs in the submissions (J-001 vs S-001).
Also, you can add a letter to identify a type of submission or job (INS-001 vs SER-001, installation vs service).
⚠️ WARNING
Not recommended for billing.
The numbering will increment automatically (0001, 0002…) as you create items. If you use letters for different types, the automatic numbering will be affected, and you will need to pay attention to see which number you have reached.
When you convert an entity, you'll also be able to quickly see related elements, speeding up information retrieval. Learn more about conversions.