Go to Jobs

New Job

Check for existing name, if found information about this existing contract or lead is displayed.

Click <span class="component"><i><b>highlight</b></i></span>

Type in <span class="component"><i><b>blue highlight</b></i></span> and Press <b>Tab</b>

Duplicate detected

Changing to find a client that does not exist yet

No matches found

Now we are going to create a new Pre-Construction Job.

Change the contact details or hit confirm to create the contract.

Your new contract has been created.

You can now change all relevant client details.

Click <span class="component"><i><b>highlight</b></i></span>

add in your details.

Type in <span class="component"><i><b>blue highlight</b></i></span> and Press <b>Tab</b>

Save your selections.

Your Client is now updated.

Now we can update the Contract details.

For instance we can now save all the lot details or the contract value.

Type in <span class="component"><i><b>blue highlight</b></i></span> and Click <span class="component"><i><b>green highlight</b></i></span>

Save your selections.

All information is now saved.