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