Entering your sold jobs into SynkedUP

1. Click "Projects"

2. Click the "+" button.

3. Click the "search customers..." field to choose an existing client or use the New tab to create a new client.

4. Click "Create"

5. Click the "Name" field and give the project a name.

6. Click "Create New Workarea"

7. Give the workarea a name.

8. Assign the appropriate cost code.

9. Choose the appropriate division.

10. Click "Add Workarea"

11. Click the "enter a quoted price" field and enter the amount you sold that workarea for.

12. Click the toggle to approve the workarea.

13. Click "Create New Workarea" and add any additional workareas that this project may have.

14. Click "Details"

15. Mark the project as sold.

16. Choose a scheduler (or multiple schedulers.)

17. Click the Save button.

​

​