Creating a New Job From The App

The following guide will explain what the button ‘New Job’ does under ‘New Quote’ on the quoting home screen.

The ‘New Job’ button will start a brand-new job for your active client. We recommend that you review who your ‘Active Quote’ to ensure you are creating a new job on the correct client.

 

  1. Select New Quote
    selectnewquote
  2. Select New Job
    newjob
  3. A new Job Number will be assigned to your client
    newjobnumber
  4. A new job entry will appear in your Job List
    newjobinjoblist