Website

There are two main methods to achieve this:

The first:

  • Click on the "Create New..." tab at the top of the page.
  • Select the type of record you need.
  • Choose either "New Job" OR "Existing Job".
    "New Job" generates a new job number and prompts you to select a customer and job address"Existing Job" links the new record to an existing job number.

The second:

  • Click on the "Job Addresses tab at the top of the page.
  • Find and select the job address.
  • Click the "Add Job" button.

This generates a new job number without creating a form

  • Then add information about the job that you wish to be included and click "Save".
    Any information in the "Job Details" will appear on the calendar within the app
  • Create a range of records, an appointment or add photos to the job from this screen

App

From the main menu:

  • Tap "New Record"
  • Choose category
  • Choose form
  • Choose either "New Job" OR "Existing Job".
    "New Job" generates a new job number and prompts you to select a customer and job address.

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