Create a job

Follow it on screen.

1. 1

   Open New job

   The job list's primary control starts a blank job.

   

2. 2

   Pick the trade

   The trade decides which permit guidance the job gets.

   

3. 3

   Name the job

   Whatever you would call it on the phone; the address goes below.

   

4. 4

   Link the customer

   Optional now, and linkable later from the job itself.

   

5. 5

   Set the project address

   This is what permits, measurements and storm checks key off.

   

6. 6

   Create the job

   Everything after this - permits, schedule, photos, money - hangs off this record.