Create a New Job or Quote

Overview

Create a New Job/Quote - iPhone

  1. From the Jobs List, select the toolbox icon on the top right corner.
  2. Select New Job or New Quote.
  3. Based on your selection, the appropriate option should be highlighted.
  4. Select Continue.
  5. Choose the customer either by swiping through the list or using the search bar at the top of the screen.
  6. Choose the location where you will perform the work.
  7. Select the appropriate contact. If there are no contacts associated with the location, use the ‘Tap here to use no Contact’ option.
  8. Select the Details section to update the scheduled time/date and description.
  9. Once the job is started, you will be able to add tasks, items, attachments, etc

Create a New Job/Quote - iPad

  1. From the Jobs List, select the tool icon on the bottom right corner.
  2. Select New Job or New Quote.
  3. Based on your selection, the appropriate option should be highlighted. Choose if you would like to add an asset or additional techs to the job.
  4. Select Continue.
  5. Choose the customer either by swiping through the list or using the search bar at the top of the screen.
  6. Choose the location where you will perform the work.
  7. Select the appropriate contact. If there are no contacts associated with the location, use the ‘Tap here to use no Contact’ option.
  8. Select the Details section to update the scheduled time/date and description.
  9. Once the job is started, you will be able to add tasks, items, attachments, etc.