Job Management Creating a New Job from a QuoteWerks Order - Existing Customer/Site/System
QuoteWerks - Job for an Existing Customer/Site/System (continued)
4. The QuoteWerks Order Confirmation form will be displayed. Un-check the New Customer option. Click the lookup button to the right of the Existing Customer Field; locate and select the customer for which the Job is being created. In the Job Site field, click the arrow to the right of the field and select the Site for which the Job is being created. Click the OK button.
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