Enquiries
New freelance job enquiries. Job numbers are assigned automatically. Move a job to "Booked In" via its status dropdown to file it under the Bookings tab.
| Job No | Date | Client PO | Client | Project | Budget | Contact | Location | Rate | Unit | Duration | E-T-D | Payments | More Info | Status | Actions |
|---|
Bookings
Jobs that are booked in, scheduled, or in progress. Jobs land here automatically once their status moves past Enquiry, and leave once marked Complete or Cancelled.
| Job No | Date | Client PO | Client | Project | Budget | Contact | Location | Rate | Unit | Duration | E-T-D | Payments | More Info | Status | Actions |
|---|
Complete
Jobs marked Complete land here automatically.
| Job No | Date | Client PO | Client | Project | Budget | Contact | Location | Rate | Unit | Duration | E-T-D | Payments | More Info | Status | Actions |
|---|
Cancelled
Jobs marked Cancelled land here automatically.
| Job No | Date | Client PO | Client | Project | Budget | Contact | Location | Rate | Unit | Duration | E-T-D | Payments | More Info | Status | Actions |
|---|
Credit Matches
Suggested links between Complete bookings not yet on the Credits Board and existing entries that look like the same job (matched by client name and date). Nothing is linked until you confirm it — this only sets a reference, it never creates or edits a Credits Board entry.
Invoices
Every invoice PDF filed under media/Income and Expenses 1 and 2, catalogued by invoice number and attached to the booking that carries that number. Client, date and amount are read live from the linked booking, so editing a booking updates this list too.
| Invoice No | Job No | Client | Project | Invoice Date | Amount | Payment | On Client | Tax Year | Actions |
|---|
Internal
Every booking whose client name contains "Internal", regardless of status.
| Job No | Date | Client PO | Client | Project | Budget | Contact | Location | Rate | Unit | Duration | E-T-D | Payments | More Info | Status | Actions |
|---|
Leads
Enquiries that haven't (yet) become a booking.
| Date | Name | Company | Phone | Enquiry | Source | Actions |
|---|
To-Do List
Tasks for this area, grouped into folders. Drag by the handle to reorder or to move between folders; tick one off and it drops into Completed Tasks at the bottom.
Notes
Shared notes for this area — visible wherever you log in with the Fortan Software password.