Creating a Job
You've created a lead & a quote which has been accepted, now it's time to create a Job. There are two ways to create a Job - turn your lead with an accepted quote into a job to copy over all the information, secondly if you don't require a lead or a job, set the job up from your Job menu.
Option 1 - Create a Job | From a Lead
Tip: to create a job from a lead you must have an approved quote generated under the lead.
From the Leads tab on your user menu,
- Choose or search for the lead that you want to convert to a job.
- Ensure the status of the lead is updated to 'Job Awarded'. Pictured Below.
- Click 'New' and select 'Job' & a pop up will appear.
- Enter the details, some of these will pre-populate if they have been added to the lead.
- To create a job from an accepted quote, click the correct quote from the dropdown.
- Choose your workflow.
- Click 'Create' & this will now have moved to your Jobs tab!
Migration Clients: jobs do not automatically generate from leads currently.
Option 2 - Create a Job without a Lead or Quote
From the Jobs tab on your user menu,
- Click 'Create'.
- Fill out your new job details. First, assign or add a Contact.
- Add in your job type/s.
- Add your Job Description. This is optional.
- Choose your job workflow.
- Add in any of the location details if required.
- Complete the remaining fields.
- Finalise by clicking 'Create' at the bottom of the page.
You will now be redirected to your new job!