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This is a draft guide. The complete walkthrough and screenshots are still being checked.
Create a job to keep your client’s details, the work they want, the price, and the mount’s location together. This guide follows one client bringing in one mount. For example, Alex Taylor brings in a deer for a shoulder mount. Use your own client’s details and the work you have agreed with them.

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Before you start

Have the client’s name, a phone number or email address, the mount instructions, and the agreed price ready. Decide whether you require a deposit. Your shop needs a stage and a storage location to select for the mount. If those choices are missing, set them up or ask the person who manages your shop’s account.

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1. Choose the client

  1. Open New Job in MountMonitor’s navigation.
  2. In Client, start entering the client’s name. Select their existing record if they have one.
  3. For a new client, select + Create beside the name you entered. Check First Name, Last Name, and Country, and enter at least one of Phone or Email. Select Add Client.
Check that the correct client is selected before adding the work. See Add a client for more detail.

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2. Add the mount

  1. Under Mounts & Services, select Add Item, then Mount.
  2. Check Mount ID, then choose Species and Mount Type. The mount ID identifies this mount within the job.
  3. Record the pose, direction, condition, and any other details you have agreed with the client. Use the mount’s Notes for additional instructions.
  4. Check Stage and choose the stage that matches the work’s current progress.
  5. In Location, choose where you are storing the mount. If more location choices appear, continue until you have selected the exact place.
For a cape and antlers stored separately, use Multiple Parts, if available for your shop, to record each part and its location. See Track separate parts. Need to add another mount or separate work? Use Add Item again. The detailed guides cover adding mounts and adding services.

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3. Check the price and deposit

  1. In the mount, check Price. A matching entry in your shop’s price list may fill this in.
  2. Check Deposit, including any value filled in for you. Enter the amount or percentage you require, or clear it if you do not require a deposit. For a percentage, review the calculated amount shown.
  3. Review the job total, any discount, and Include Tax before continuing.
The Deposit field sets how much you require. It does not record money received or collect a payment.

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4. Choose the payment status

Near the top of the job, select Payment Status to match the payment situation. If the client is paying the full amount upfront, clear the mount’s Deposit before selecting Paid in Full. For Deposit Received or Paid in Full, MountMonitor asks for the payment when you select Create Job, if it has not already been recorded. Choosing a status alone does not collect money. In that payment step, Log Payment records money already received. Charge Card with Process payment collects a new card payment. Check the selected action before continuing so you do not charge a payment you have already taken. Follow the guide for recording a payment, taking a card payment on a reader, or entering card details when you reach this step.

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5. Review and create the job

  1. Check the client, mount instructions, location, price, deposit, and payment status. Add shipping details or priority if needed.
  2. If your shop uses a contract, review Selected Contract before saving. See Add a contract to a job. Payment plans have their own setup and collection steps.
  3. Check the client’s contact details and automatic update preferences. Creating the job may send them an email or text with access to their client portal.
  4. Select Create Job. Complete any payment or correction prompt that appears.
After a required payment is successfully entered, MountMonitor continues creating the job. Wait for New job successfully created!, then select the Job # link in that message to open it.

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6. Check the saved job

Confirm that the saved job shows the right client, mount, location, total, and remaining balance. You can also find it in Jobs. Your first job is now recorded. Choose the next task you need:

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If you get stuck

  • A location is still required: check for an unselected shelf, bin, or other choice beneath the main location. Check each part if you selected Multiple Parts.
  • Invalid Payment Status: check whether a deposit is set and whether any money has been received. Use the correction prompt to make the status match.
  • A payment appears successful but the job has not saved: check the payment result before trying again. See Fix a payment problem.
  • New Job or pricing is unavailable: ask the person who manages your account to check your access and any account limit shown.
For the broader intake guide, see Create a job.