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 quote, 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,

  1. Choose or search for the lead that you want to convert to a job.
  2. Ensure the status of the lead is updated to 'Job Awarded'. Pictured Below.
  3. Click 'New' and select 'Job' & a pop up will appear.
  4. Enter the details, some of these will pre-populate if they have been added to the lead.
  5. To create a job from an accepted quote, click the correct quote from the dropdown.
  6. Choose your workflow.
  7. Click 'Create' & this will now have moved to your Jobs tab!
Step 2 & 3

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,

  1. Click 'Create'.
  2. Fill out your new job details. First, assign or add a Contact.
  3. Add in your job type/s.
  4. Add your Job Description. This is optional.
  5. Choose your job workflow.
  6. Add in any of the location details if required.
  7. Complete the remaining fields.
  8. Finalise by clicking 'Create' at the bottom of the page.

You will now be redirected to your new job!

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