Create a New Job
Start a new job Click the ‘New‘ Button. Enter ‘Project Name‘ and ‘Description‘. Select a template for the new job....
Jobs
Articles on creating jobs and entering estimates including the creation of documents and completing Takeoffs.
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Search for a Job
Basic Search Enter the words to search jobs for. For a job to appear in the search results, each word... -
Edit Jobs Details
To edit job details, select the job and click the menu on right-hand side. Under the ‘Edit’ section, select ‘Details’.... -
Tracking Job Progress
Quick change Job Status To mark a job as started, go to the ‘Status‘ column, and click the drop-down associated... -
Shopping List
To print out a shopping list for a job, select the job and click the menu on right-hand side. Under... -
Job Templates
Create a new Job Template To view job templates, click ‘Templates‘ on the main screen of the Jobs Module. To... -
Clone a Job
To clone a job, select the job and click the menu on right-hand side. Under the ‘Edit’ section, select ‘Clone’.... -
Delete a Job
To delete a job, select the job and click the menu on right-hand side. Under the ‘Edit’ section, select ‘Delete’... -
Job Estimate Overview
To open the estimate for a job, click on the name of the Job on the Job Screen: Estimate Screen...
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