Jobs > Create New Job

The Jobs section is where you view, create, edit and manage all your jobs. Anything to do with a job will be found at the "job" label on the grey menu navigation bar.

Creating a new job is easy. You will enter job information such as the customer name and job site address, tasks to be performed, materials, additional expenses and notes. At a minimum, a job name, customer name and job site address are required to create a new job. This information is entered on the "Job Information" form and then is saved, creating the new job. Once the new job is created, you can then create a new estimate, work order or you jump right to creating a new invoice.

Step by Step

There are two paths to cerate a new job. You can use either one.

Path 1

1. Place your cursor over "Jobs" on the main gray navigation bar at the top of your screen. A drop down list will open.
2. Now click "New Job". The "Job Information" form is now open.

Path 2

1. Place your cursor over "Jobs" on the main gray navigation bar at the top of your screen. A drop down list will open.
2. Now click "Job List". The "Job List" form is now open.
3. Create a new Job by clicking the button "New Job" on the Action Tool bar on the top right.  The "Job Information" form is now open.

Additional steps:

1. Once the Job Information Form is open, enter a job name in the first field that best represents the job you will perform. As your job list grows, the job name helps to differentiate between the jobs in the list, especially if your doing more than one job for the same customer.
2. The job description field is an open field  to use in anyway that makes sense to you. Service companies use this field to record the customers request or complaint. Contractors have used this field to enter the job permit number. It's up to you. This field is not a required entry.
3. The priority drop down box allows you to group your jobs by a priority level. This field is not a required entry.
4. The customer information area requires a customer to be selected or added. You must click the "Select/Add Customer" button to add a customer to this job. This is a required field.
5. When you click the "Select/Add Customer" button a "customer select" box will open. If the customer intended for this job already exists in your company, they will be visible in the list inside this "customer select" box.  You can  search for the customer using the customer search tool at the top of the box. We recommend searching for existing customers to help prevent creating a duplicate customer record.
6. If the intended customer does not exist you can add this new customer now by clicking "New Customer" at the top of the "customer select" box. An "in line" form will open where you will enter the customers name.
7. Save the new customer by clicking the "Save Customer" button. The new customer is now added to the customer list below where you will click the "Select" button to add this customer to the new job.
8. Now you can add the customer phone and email information if needed. ( customer email  is required to send estimates and invoice via email)
9. In the terms and conditions section, check that these are the terms and conditions you want to use for this job. You may edit the terms and conditions here.
10. Last you must save this job by clicking the "Save Jo0b" button at the Action Tool bar on the top right. If you missed anything the system will alert you of the error with instructions in reed lettering next to the field with the error.
11. The new job has now been created. From here you will want to create an estimate, work order, or invoice.

Quick Tips

• You do not have to create a customer before creating a new job. Customers may be added "on the fly" while creating a new job.
• You can add a new job site address to an existing customer while creating a new job.