To create a New Job for a client, click the New Job button within the customer's profile page.
You can also create a new job by clicking the new job button at the top-right of the BPro page. *This button is not linked to any specific customer, and requires you to select an existing customer profile to attach to the new job. ** If the customer is not yet in the system, click the New Customer button first to create them, then click New Order from their profile page.
You'll then have the option to name the new job upon creation. You can also launch the job with a Cart Template (Attach a template - shown below).
Click the final Create button, and the New Job will open on your screen.
Please send us a chat if you have any questions on creating new jobs.