How to create a new job?

1. From the Home page click Manage Jobs & Permits -OR- Click the Hamburger Menu > Jobs.* When creating a new job, it is best to search for the owning contracting company first, if the company doesn’t exist, create it first since this is the first required field when creating a new job.
2. Click Add Job button at the bottom of the page.
3. Using the filter options found at the top of the page search for the job location > Find Matches.
4. Click anywhere on the row of the address to select the correct occupant. (Selection will be highlighted)
5. Select the Contractor from the available company’s in the site. Click the letters of the alphabet for a quicker search.
6. Select the Job Type from the drop-down.
7. Fill in the Job Description.
8. Zone Checks Passed – checking this button allows for inspection requests once the Permit has been created.
9. Zoning Comments – use this field for any zoning related comments.
10. Physical Drawing Location – add location of hard copy of the drawing if applicable.
11. Project Cost – field is not required, but it is necessary if invoicing and fee line items are calculated based on this data.
12. Project Sq. – same as the Project Cost field, not required, but it is necessary if invoicing and fee line items are calculated based on this data.
13. Click Save Job