Job Management                                Creating a New Job from a QuoteWerks Order - Existing Customer-New Site/New System

QuoteWerks - Job for an Existing Customer - New Site & New System

This Job creation method is used when an existing customer is adding a new site and new system.

Once a QuoteWerks Quote has been converted to an Order, to create a new Job, follow the steps listed below and on the following pages.

1.  From the Main Application Tree, navigate to the Job Management/Job Queue.

2.  The Open Job List will be displayed.  Click the QuoteWerks button located on the Job button toolbar.

3.  The QuoteWerks Orders to Process List will be displayed.  Highlight the Order to convert to a Job then click the Create Job button located at the lower right of the form.

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