How to Book New Client Calls as Jobs
This tutorial will explain how to easily book an incoming call for service, for a new client
From the main menu, choose:
Job Central -> Add Job
From within the Job Card we can enter a new client.. Hit Add Client..
Fill in the required fields as shown above and hit 'Save'
1) Shows the Client Details auto-populated from the previous 'Add Client' box
2) The Service Details are filled
3) Appointment is scheduled for the field worker and job is dispatched..
Finally hit save..
We can see the newly created job in 'Job Central'
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