Jobs
The Jobs tab will be your home for any necessary job changes or additions. There are a lot of different things you can do on this tab, and this section help you get comfortable creating Jobs!
- How to add a job
- How to duplicate or copy a job
- How to apply a task template to a job
- How to use your job's task board
- How to use your job's task list
- How to request and award bids
- How to enable time tracking / costing features
- How to view your jobs on the map
- How to update a job type
- How to update a job stage
- How to print a job order
- How does the online artwork approval process work?
- About job numbering
- How to edit a job
- How to filter or sort your jobs
- How to calculate job costs
- How to dispatch a job
- How to track time to a job
- How to add or remove a user to/from a job
- How to update who a job is assigned to
- How to add or remove a sales rep on a job
- How to add vendors to a job
- How to view more than 1,000 jobs
- How to award a job to a vendor
- How to add vendors to the job bid queue
- How to create a quote from a job
- How to manage bids
- How to manage your job's files
- How to manage default file folders
- How to add notes to a job