Start a Job from the Customer Profile

Who can use this?

Platform: Web        Plan: Lite | Pro | Plus        Staff Permission: Settings

Learn more on how to create jobs from your customer profiles. This helps automatically link jobs to a customer.

You can also create Jobs directly from the customer profile. To do so:

  1. Click on Customers.
  2. Select the relevant customer.
  3. Click on the Jobs tab.
  4. Select New Job or New Job from Template.
  5. Once in your job, ensure you're saving your progress as you go.

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