Create, Assign, Schedule a Job

These are steps to create a NEW JOB that is not attached to (created from) an Estimate.

Step 1

From any main screen of the application:

• Click the (+) sign at the bottom and choose "New Job"

Step 2

On the NEW JOB screen:

• Select or Create a Customer
• Assign the Job to an Employee (optional)
• Schedule the Job by adding "from" and "to" dates in the specified areas (optional)
• Select the proper Tax Rate for the job
  • Contact your Admin if you do not know or see the proper tax rate in the menu
• Select or Create a Service and/or Material
• Notes are optional; however, they may be useful for you in searches of, and future marketing to, your customers

Step 3

• Click "Save" at the bottom.