Jobs - Adding a Job

From the Job List select Add Job

In the Job Details Section:

  • Job Location is Mandatory
  • Job List Notes - Will display under the location in the Job List
  • Job Number -  Automatic by default, or can be set now
  • Client Ref - The client's reference number
  • Start Date - Not required, but can be set for scheduling purposes
  • Job Status - Will default to active


In the Client Details Section:

  • A Client is Mandatory
  • Select an existing client from the drop-down list
  • Or enter a new client's details