How do I download a report for one builder?
- Reports reads every job. Press Download, the square at the end of the search line, on any reading.
- The sheet asks Builder first. All builders gives every job. Pick one builder and the file holds only the jobs with that builder, and its cover says Every job with that builder.
- If the Filter already names a builder, the sheet starts on that builder.
- With one job open on the band, the file is that job, so the sheet does not ask.
- To email a builder what they owe, open Waiting on builders, then Claims owed or Variations to decide, and press Draft an email.
- If the Filter names no builder, a sheet asks which builder. YourCA sets the Filter to them, so the page shows everything they owe on that list, then opens the draft in your own mail with their page to attach.
Worth knowing
YourCA sends nothing. The draft opens in your own mail, and you send it.