Job Management Creating a New Job
Creating a New Job Overview
There are three 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 manually - Process begins from the Customer Explorer
Your company should plan the process flow on 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.
In this section describing creating a new Job, the processing instructions will stop after the typical initial data entry forms are completed.
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.
· Customer Setup *
· Site Setup *
· Work Order
· Job System Setup
· Install Charges
· Recurring Charges
· Materials List
· Job Approvals
· Job Costing Estimate
· Commissions
· Custom Fields
This topic section will describe creating a new Job using each of the three methods listed above.
Creating a New Job from a Prospect
Creating a New Job from a QuoteWerks sold Quote