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I am a client
From orders to invoicing, and everything in between.
Account and Login
Orders, Candidates, and Assignments
- How to Create a Job Order
- How to Edit a Job Order
- How to Approve/ Reject a Job Order
- How to Approve a Job Order
- How to Duplicate a Job Order
- How to Cancel a Job Order
- Sort and Cancel Job Orders
- Search for Active Assignments
- Extend Assignments (Change End Date)
- How to End and Reactivate an Assignment
Timesheets and Invoices
Settings and Reports
Videos
- *Hot Tip! Watch videos on fast speed!*
- (Video): Start Here! Save SourceNow VMS to your phone's home screen.
- (Video): Creating Job Orders
- (Video): Duplicate Job Orders
- (Video): Create a New User
- (Video): Reset Your Password
- (Video): My Locations
- (Video): Viewing Active and Completed Assignments
- (Video): Editing and Extending Assignments
- (Video): Running the Timesheets with Rates and Hours Report
- (Video): Add a Job Title
- (Video): Add a Rate Card
- (Video): Client Company Structure Setup