Use the New Job option to create a new job opportunity record including the name and location of the job. These entries help you enter new jobs quickly. You can also track if another customer is bidding on the job.
To create a new job:
From the Home page, select New Job to display the Job Edit page.
In the Name field, enter the name of the job, such as Children's Hospital or City Park.
Use the Address area to enter the location for the job contact.
Note: The Name and Address field offer suggestions while you type. Select the option if it is the suggestion if it meets your requirements, and the field will populate by the selection.
Add Job Notes if necessary, such as contact personnel or size of project.
Save the information and exit the window to process the job.
Note: The Bidding Customer Information area displays other customers' names interested in the job.