Job Management                                Creating a New Job

Creating a New Job Overview

There are four methods of creating a new Job in SedonaOffice:

·Creating a Job when converting a Prospect Opportunity into a Customer/Job - Process begins in Sales Management

·Creating a Job from a QuoteWerks Quote - Process begins in Job Management

·Creating a Job from a WeEstimate Quote - Process begins in Job Management

·Creating a Job manually - Process begins from the Customer Explorer or the Job Queue

To be able to create a Job from either QuoteWerks or WeEstimate, your company must first purchase the integration with SedonaOffice and purchase either software.  QuoteWerks must be purchased from SedonaOffice, and WeEstimate is purchased directly from WeSuites (parent company of the WeEstimate software).  Training for each partner quoting product is arranged directly between your company and the partner company.

Your company should plan the process flow for which staff members will be creating new Jobs and how the processing of Jobs will flow through to various departments within your company.  When creating a new Job, two main data entry forms must be completed; the Work Order and the Job System Information.  Typically the accounting department creates the Job then forwards the Job on to the Installation department for further processing. 

This section will describe creating a new Job; the processing instructions will stop after the typical initial data entry forms are completed.  Additional processing of the Job such as creating Purchase Orders for Parts and scheduling Installer Appointments are covered under separate topics within this help section.

Initial Job Setup steps in this section will include the items listed below.  Items followed by an asterisk only apply when creating a Job for a new Customer or a new Site for an existing Customer.

This topic section will describe creating a new Job using each of the three methods listed above.

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