The Job Work Order Entry form will be displayed. This is the first data entry form for the new Job. Most of the information on this form will automatically be filled in from the Customer and Site information. Fill out this form according to your company policy and procedures.
Four fields on this form are required to be able to save and advance to the second Job setup form:
- Job Type,
- Install Company
- Salesperson
- Sold Date
When finished filling out this form, click the Apply button located at the lower right to save and advance to the Job System form.
Click on the link for instructions on the Job System form.
