Job Create

A job can be created from almost every module by going to the Options button and clicking Create Job.

When creating a job, you will need:

• Customer

• Contact

• Location (optional)

• Job Type

• Description

Any fields added to the first status will appear there to fill out.

 Creating a job :

• From the sidebar menu select Jobs

• On the top right click the Create Job button.

• In the customer selector start typing to select a customer or add a new one

(Where an existing customer is selected, information will be automatically populated)

• In the contact selector start typing to select a contact or add a new one 

• If the job requires a location, in the location selector start typing to select a location or add a new one

• In the job type selector start typing to select a job type or create a new one (Required)

• Fill in a description for the job (Required)

• Complete any other job fields you have on the job (Add Job Fields)

• Click Create Job to complete the process.