How do I create a job? -

Jobs are created using the module “Jobs” > “Job Management”, provided that

a client has already been created (see How do I create a new contact for more details)
an area has been created for that client

Open “Job Management” and select a client from the client list
Click the tab “Areas” – clicking the green plus icon at the end of the list creates a new area that can be further defined and saved

Now, still in the area menu, click the tab “Jobs” and click the green plus icon again to create a new job

Enter the job’s description and, if applicable, you can also set “Status” and “Budget Year”
Finally, confirm all changes by clicking “Save”

HINT: the tab “Job overview” shows you all the details for one particular job. All relevant data, such as invoices, offers, time entries or documents, is clearly displayed and can be opened straight away.

How do I find or select a job?

ACTIVITIES