Create a Job for a New Customer
Once a Quote in QuoteWerks has been converted to an Order, it will appear in a list of Orders to convert into Jobs in SedonaOffice. This Orders list is accessed by clicking the QuoteWerks button located on the Job Queue button toolbar in SedonaOffi...
QW-Installs/Recurring/Materials
For Jobs created from a QuoteWerks Quote, and Install Charges, Recurring Charges, and the Materials List, each of these items are imported automatically into the Job. For the User creating the Job, for these three items, it is a review process to m...