Follow the steps below, or follow along with our video tutorial for the apps or for the Web Portal.
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 an existing Job.
"New Job" generates a new job number and prompts you to select a customer and job address.
