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