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
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.
How can I proceed with a project in SynkedUP if the proposal was already accepted elsewhere?
If you have already received approval for a project’s proposal outside of SynkedUP, there is no need to recreate or send a new proposal through SynkedUP. You can easily record the approval and proceed with the project by following these steps:
Steps to Handle Projects with Pre-Approved Proposals
Mark Work Areas as Approved:
Navigate to the project in SynkedUP.
Use the toggle at the top of each work area to mark it as "Approved." This ensures that the system recognizes the client's agreement with the work areas.
Mark the Project as Sold:
Go to the project’s Details tab.
Set the project’s status to "Sold." This action captures the status of the project as approved without requiring the creation of a new proposal.
By performing these steps, you can smoothly transition the project to an active status in SynkedUP without duplicating efforts.
Key Notes
Creating a new proposal in SynkedUP is optional if the project has already been approved using another system or method.
Marking work areas as "Approved" and the project as "Sold" ensures proper documentation and tracking within SynkedUP.
Following this workflow saves time and avoids redundancy, particularly when proposals are managed through other tools or systems.
For related topics or further assistance, consult the help center’s section on project and workflow management within SynkedUP.