Step 1: Create A New Job
- Gather the quote and contract paperwork you have for a Job you are ready to schedule.
- Click New Job… button (if you already moved away from this screen, go to Jobs > View Jobs).
- Enter the name of the job (typically the customer name or location - for more detail, see related article and video on naming jobs and accounts).
- Click Select… to create an Account.
Decision Required. Every Job must be assigned to an Account.
Accounts can be builders, dealers or individual homeowners - whatever makes sense for the way you do business.
If you work with builders or dealers, these Accounts are pretty straightforward. It makes sense to assign individual Jobs to those Accounts.
Homeowners or other "standalone" jobs require a decision: you can create an Account for every standalone job, or you can assign them all to one Account called "Retail." We recommend creating an individual Account for every standalone Job. It requires one more short step while you're creating the Job, but it will make reporting, managing contacts and creating mailing lists easier later on.
- Click New Account.
- Type in the Account Name and click OK.
- Now you will see the main Job Detail window for your new Job. Starting with Job Info and working your way down, add as much detail as you can at this point – as long as the information is important to the way you do business. For example, if you don’t track Jobs by Salesperson, don’t bother adding information for that field. If you do, click Edit Job Info and add a Salesperson for this Job.
- Click the Job Address button to add contact name and address for Job.
Caution: It is NOT a good idea to add custom fields to your Jobs at this point.
Most job-related information is better tracked in Job Forms which are covered in Step 3 of this guide.
- If you have time, it is useful to enter the contact information for your Accounts as you create new Jobs. Click Edit Address and/or Account Contacts (for designers, property managers or other people associated with the Account) to add that information. It will be saved so you won’t have to enter it again next time you create a Job assigned to that Account.
- If you are using a generic Account such as “Homeowner” or “Retail,” you would leave the Account Address blank.
You can repeat this process for couple of other new Jobs to establish a feel for it, or you can proceed directly to Step 2.