Job Management                                Creating a New Job from a QuoteWerks Order - New Customer           

QuoteWerks - Job for a New Customer (continued)

Site Setup

6.  The Site Setup form will be displayed.  The name and address information automatically filled into this form was pulled from the information on the Prospect Opportunity form.  If this information is not the correct site information the User may modify any of the information.  Fill out this form according to your company policy and procedures.  When finished, click the Custom Fields (last tab) form tab.  If the Custom Fields tab is grayed-out, this indicates either your company is not using Custom Fields at this time or you do not have permissions to access this form.  If your company is not using Custom Fields, click the Save button located at the lower right of the Site Setup form, then advance to page 6 of this topic section.

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