Create a job

Creating your first job? Start with the Quickstart draft for one client and one mount.

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Planned topics

• Choose a client or add one while creating the job.
• Add mounts and services and review prices, deposit requirements, and payment status.
• Add identifiers, priority, shipping information, notes, and documents when relevant.
• Save the job, confirm its number, and explain follow-up options for payments, tags, contracts, and client notifications.

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Related guides

• Understand jobs
• Add a client
• Add a mount to a job
• Add a service to a job
• Print or reprint mount and part tags
• Build and update your price list
• Create and manage job templates
• Understand deposits, part payments, and final payments
• Payments