How to create a new job
This video is coming soon
The written steps below already work. Come back to watch it.
How to create a new job. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Jobs and press New job. The button is shown to Owner / Administrator, Office Manager, Sales & Estimating and Dispatcher.
- Fill in Job name, Customer and County (for sales tax); these are required.
- Complete what you know: Status (default Scheduled), Job type (default Rental + installation), site address, city, ZIP, Servicing yard, Arkon One project manager, Foreman, Customer site contact, Start date, Estimated end, Customer PO #, Building permit #, Estimated contract value and Scope / description.
- Press Save.
Tip
Jobs for customers that accepted a quote are normally created for you; see "How does a job get created from a quote?".