Job Management Overview (continued)
Prior to creating a new Job, the appropriate Customer/Site/System setup needs to be completed. The pre-job Customer setup will vary depending on the Customer situation for the new Job. The diagram below illustrates the various Customer situations.
When a Job is created from a QuoteWerks Quote or from a Prospect Opportunity, the creation of the Customer and Site is performed within the Job creation process. Only manually created Jobs require the Customer, Site and System setup to be performed prior to creating the Job.
ss10003