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 - New Site & System
This Job creation method is used when an existing customer is adding a new site and new system.
To create a new Job from a QuoteWerks Order, 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. Press the QuoteWerks button located on the Job button toolbar.
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3. The QuoteWerks Orders to Process List will be displayed. Highlight the Order to convert to a Job then press the Create Job button located at the lower right of the form.
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