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Success Checklist: How to Enter an Already Sold Job
Success Checklist: How to Enter an Already Sold Job

In this article we will walk you through how to get your upcoming jobs into SynkedUP.

Fred Pape avatar
Written by Fred Pape
Updated over 3 weeks ago

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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