Job Create

Job Create - Estimate Details
Add Job/Quote - Estimate Details You should fill in the cost and sell allowances from your quote or estimate takeoff. This will provide data for the progr...
Mon, 18 Feb, 2019 at 4:52 PM
Job Create
Create Job from Main screen click on ADD Job/Quote Button The new screen Job type will appear, click on the drop down arrow and select from one of the...
Mon, 18 Feb, 2019 at 4:52 PM
Job Create - Job Notes Internal
Add Job/Quote - Job Internal notes Add your internal job notes to this screen. The job number appears above the top field. Today's date and the ac...
Mon, 18 Feb, 2019 at 4:53 PM
Job Create - Job Notes External
Add Job/Quote - External Job Notes Add your external job notes to this screen. The job number appears above the top field. Today's date and the act...
Mon, 18 Feb, 2019 at 4:54 PM
Job Create - Client Notes
Add Job/Quote - Client Notes Notes recorded here are specifically related to the Client (not the job). This is where you can record all relevant detai...
Mon, 18 Feb, 2019 at 4:55 PM
Job Create via Appointments (Add a new or existing job)
Creating New or Add existing Job to the Job Appointment scheduler. The job can be directly scheduled to a site worker. On the desktop From the desktop ma...
Mon, 18 Feb, 2019 at 4:57 PM
Job Create via Appointments - Schedule for Later
To schedule a "New Job" for later. Select "Schedule later" button under the close button at the top of the screen. Type in the firs...
Mon, 18 Feb, 2019 at 4:58 PM