Lives here and gets its own number — nothing written to Alpha Tracker.
Client *
Just created this client in Alpha Tracker? It won't show up in search until it
has a quote or job on file — type the Client ID instead. Xero isn't
needed to create the job — that links up on its own overnight, or sooner if
you resolve it from Clients & Sites.
Needed so the job can be invoiced — it's how we find the Xero contact.
Alpha Tracker has no client list to search, so we mine it from existing
quotes and jobs: a brand-new client with neither on file yet won't appear.
.
Link a quote
Search by quote number, client or site.
Quote doesn't exist yet?
Start a new proposal & quote
in Proposals, then come back here and link it once it's ready.
Jobs