1. How to create jobs

How to create jobs

  1. From the sidebar menu select Jobs.
  2. Then select Job List.
  3. On the top right click the Create Job button.
  4. In the customer selector start typing to select a customer or add a new one.
  5. In the contact selector start typing to select a contact or add a new one.
  6. If the job requires a location, in the location selector start typing to select a location or add a new one.
  7. In the job type selector start typing to select a job type or create a new one.
  8. Fill in a description for the job.
  9. Complete any other job fields you have on the job (Add Job Fields).
  10. Click Create Job to complete the process.
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