How to report on purchase products

Sometimes you want to figure out which purchase orders have which products on them. Here’s how to make a report to find a specific product. This report is useful if you’re trying to delete a purchase product, but 99% of the time, we recommend Inactivating...

Viewing jobs with issues

Issues in JobTracker are a way to alert other users if there’s an urgent or open problem with a job. Issues show up on the Job Detail page, but can also appear on the Calendar or Jobs page. Here’s how to create a view on the Jobs page that shows only jobs...

Four time-saving tips in JobTracker

Whether you’re new to Moraware JobTracker, or if you’ve been using it a while, there are always faster, easier ways to navigate through the software. Here are four tips. Using Search. This is probably the most powerful thing about having all of your job...

How to email PDF JobTracker forms

When we released version 4.0 of JobTracker at the beginning of January, one of the most common questions was “How do I email the PDF form to my customer?” Here’s how: First, Print a form or packet, either from the calendar, job detail page, or a...

How to create and edit calendar forms

On our Pricing page, there’s a description of the differences between Basic, Standard, and Inventory Editions. One of the features that’s not in Basic Edition is “custom forms”, but it turns out that’s not quite true. You can customize...