Adding a New Job
This video will show you how to enter a new job from start to finish.
Last updated
This video will show you how to enter a new job from start to finish.
Last updated
Make sure all fields are filled out.
-----> Customer data
-----> Assign your CSR, Sales Source, Sales Rep, Tech, and Location if applicable
-----> Schedule Section
-----> Bill-To Section
-----> Vehicle Section
-----> Add all parts to invoice
-----> Publish as a quote, work order, or invoice