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How do I create a new job/order, estimate or quote?

How do I create a new job/order, estimate or quote?

Create a new order, estimate or quote for a customer. Learn the fastest way to create an order.
Stephen O'Hara avatar
Written by Stephen O'Hara. Updated over a week ago

There are multiple ways to create an order.

  1. Pressing the "New Job/Order" button at the top of the user interface - Red

  2. Pressing the "Create Job/Order" button on the job/order list - Orange

  3. Pressing the "New Job/Order" button within the customer profile - Green

When using options 1 and 2, you will be required to select an existing customer or create a new customer for the appropriate job/order.

Once inside the order you can begin managing the order, scheduling events, adding cart items, accept payments and then you can close the order.  

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