How do I create a Job within a Request?
Select the Request in which you want to create a Job. To create a Job, click on the “+” present within the Timeline view.
On clicking “+” sign, a dropdown list will appear, under which select “Create a Job”.
Now you will see Add New Job pop having two radio buttons i) Add a Job using selected quote ii) No, Just add a new job. Select first If you want to convert the added Quote into a new job. Select second if you want to just add a new job.
Select the first radio button and click on the “OK” tab will convert the selected quote into a job and show you a success alert.
Also, If you want to change the status of the quote, click on “Yes”.
When you click on ‘Yes’, a drop-down list will appear displaying various status options such as Approved, New, Reject, On Hold, Sent, and Revised Request. Select the appropriate status from the list.
On Selecting the second radio button and clicking on “OK” will open a Add New Job popup with input fields. You must fill out all the fields and click on the save button to create a job.
Clicking on the Save button will show you the success alert on the right corner of the screen and the newly added Job will be displayed in the timeline view.
On clicking “+” sign, a dropdown list will appear, under which select “Create a Job”.
Now you will see Add New Job pop having two radio buttons i) Add a Job using selected quote ii) No, Just add a new job. Select first If you want to convert the added Quote into a new job. Select second if you want to just add a new job.
Select the first radio button and click on the “OK” tab will convert the selected quote into a job and show you a success alert.
Also, If you want to change the status of the quote, click on “Yes”.
When you click on ‘Yes’, a drop-down list will appear displaying various status options such as Approved, New, Reject, On Hold, Sent, and Revised Request. Select the appropriate status from the list.
On Selecting the second radio button and clicking on “OK” will open a Add New Job popup with input fields. You must fill out all the fields and click on the save button to create a job.
Clicking on the Save button will show you the success alert on the right corner of the screen and the newly added Job will be displayed in the timeline view.