How to Create a Job

In this article:

Creating a Job from a Lead with an Accepted Quote

Creating a Job from the Jobs Tab

Creating a Job from a Lead with an Accepted Quote

To create a job from your lead, follow these steps:

1. From the User Menu Panel, navigate to Leads.
2. Click into the lead that you want to create a job from.

3. Click New > Job (see below), and a pop-up will appear:

   

4. Fill in the details; some of these will pre-populate if they have been added to the lead.
5. Select the quote from the drop-down.
6. Choose your workflow.
7. Under Resources, you can select Copy lead items to Job and/or Copy lead files to Job if desired. This will copy the lead items and specifications and/or any cloud storage files or folders to the new job, where you can access them from Job > Resources.
8. Under Members you can choose to add job member types if desired.
9. Click Create.

Creating a Job from the Jobs Tab

To create a job without a lead or accepted quote, follow these steps:

1. From the User Menu Panel, navigate to Jobs.

2. Click Create, and a pop-up will appear:

   

   

3. Select an existing contact, or create a new contact.
4. Select your job type/s.
5. Write a description (optional).
6. Select your job workflow.
7. Add location details if required.
8. Complete the remaining fields.
9. Click Create again.