How to Enter a Sold Job
1. Click "Projects"
2. Click the "+" button
3. Click the "Search for customer or property" field.
4. Select the customer or create a new one
5. Click "Create"
6. Give the job a name
7. Choose the scheduler
8. Click "Plan"
9. Click "Add Work Area"
10. Name the work area
11. Select the correct cost code
12. Select the correct division
13. Click "Create Work Area"
14. Click "Edit"
15. Click "override Final Price"
16. Enter what you sold the work area for
17. Click "Set Value"
18. Mark the work area as approved
19. Click "Close"
20. Click "Details"
21. Mark the job as sold
22. Click save
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If you have any questions, please don't forget to use our chat box in the lower right-hand corner of your screen. We will be more than happy to help you.
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