Quick Create Job: 

  1. Click "Quick Create Job" from either the dashboard or job list
  2. Enter and select customer in the search box
  3. Adjust the sites if necessary 
  4. Choose a job template
  5. Enter the size of the job and alter the unit if needed
  6. Add any job notes if needed
  7. Enter a date and time
  8. Click save and open to open the job after creation or click save and create new to create this job and enter another.

Create Job: 

  1. Go to the job list and click "Add Job"
  2. Enter and select customer in the search box
  3. Choose a job template
  4. Enter a date and time
  5. Enter the size of the job and alter the unit if needed
  6. Adjust the sites if necessary
  7. Add any job notes if needed
  8. Click save

Duplicate Job:

  1. Open a job
  2. Click on either "Duplicate Job" or "Duplicate with Assignments"
  3. This will copy all information except for actuals and financial changes, also depending on which option you choose it will copy the assignments for each task
  4. Change any information needed
  5. Click save

Add job from Customer:

  1. Open a customer
  2. Click the "Add New Job" button within a customer page (This will auto add the customer and its site to the job)
  3. Choose a job template
  4. Enter a date and time
  5. Enter the size of the job and alter the unit if needed
  6. Add any job notes if needed
  7. Click save
Did this answer your question?