Before you can create a new job, you need to create a Location. Locations define the address of your projects and are separate from the jobs in order to allow multiple jobs to be created from that one address. For example, if you have a homeowner that needs to paint his walls and get wood floors put in, you can add one location and create two jobs separate jobs to hire a painter and a wood floor installer.
Instructions
On the Menu Bar at the bottom of the screen, click on the [pin] button. This is the Locations screen where you will see all the locations you add.
Click on the pin with plus sign to add a new Location. This will take you to a map.
Navigate around the map until you find your customer’s house and click on the check mark (top right of screen) or click on the magnifying glass to type in the address.
Make sure the address is correct and add any contact information you’d like to have show up on your projects, such as the homeowner’s or the project manager’s.
Finally, just click the Save button at the bottom of the screen and you’re all set!
0 Comments