For trades that don't have Bricks and Agent dashboard access:
Below are the steps and notes to ensure that as a trade you can upload your quote and invoices properly to Bricks and Agent.
If you are using MYOB or Xero accounting software and the email address of your MYOB or Xero is the same email of your Bricks and Agent trade account. Please follow the steps below.
If you are using other accounting software like Servicem8, other accounting software, or your MYOB and Xero has different email address. Please contact our support team at: support@bricksandagent.com - From there, we can do processes to ensure that you can do the sending quotes or invoices to a job in Bricks and Agent.
First Step: The job number should be the only one in the email subject, and the 9 or 10-digit number should be the only one on the email subject.
Example: You want to invoice a job with job number 230123456. This should be in the email subject line 230123456
Second Step: Use your accounting software as you currently do but instead email your quotes/invoices to trade@bricksandagent.com and those documents will then be in your B+A account.