Alternatively, you can create a Job from the Kanban (“Walk In” or “On-Site Survey”)

1. Click "Jobs" button in the main header

2. Click the + Create Job Icon

Tip: Tip! There are two types of Job. Select the option most appropriate.

Walk In

A walk-In job is a job that will NOT require an on-site survey. This might be a customer who has all the information or simply a customer wanting to purchase carpet.

On-Site Survey

This is the normal approach where you take some details about the site and are arranging for a surveyor to visit to measure up.

3. Click "On-Site Survey"

4. The job will need to be related to an Account/Customer - to do this click on the link icon.

Tip! From here you can either relate the job to an existing Account or create a new account at this point.

User Management (Create and Manage Users)

Overview of Product Management

Creating and Managing Suppliers

Create a Flooring Type

Create a Product Range

Create a Product

Review Incorrect Setup Products

Creating an Account

Alternatively, you can create a Job from the Kanban (“Walk In” or “On-Site Survey”)

Create a Job Survey/Order (Measure Up)

Create the order (Adding rooms and products)

Create the Quote > Send the quote > acknowledge the quote!

Customer Quote Acceptance

Book a Fitting

Inform the Fitter

Close Job

Alternatively, you can create a Job from the Kanban (“Walk In” or “On-Site Survey”)

Walk In

On-Site Survey