Create a Job

Jobs can be created for Client projects, to hold Overheads, and to record New Business.

Navigate to the JobBag menu > Jobs > New

Job Window Mandatory fields

1. Enter client Code/name. Note the job number filed will pre-poplate
2. Select client contact or create new contact
3. Select a Job Type (Project Type)
4. Enter Job title/description
5. Add Acct Exec and/or Account director
6. Save