Creating a Quick Job

Getting started

Quick Jobs are used in unique circumstances and some examples might include Spec Homes, Model Homes, Franchisee’s Own Home.

A standard Job is created automatically when you successfully complete a sale for a Lead. The system creates a Job automatically and retrieves all the necessary information from the Sales Folder.

Quick Job should NOT be used for a Contract Home.

Create a Quick Job

1. On the Jobs page, click Create Quick Job.
2. On the Create Quick Job page, select the existing Customer. Alternatively, you can create a new contact on the fly, by clicking the  button (next to the Customer box) and selecting Create New Contact. See the details on creating a new contact in the dedicated section.
3. Specify the owners. By default, the system uses the name of the Lead. Add the other owners if there are multiple owners.

Add site information

Specify information about the Site, as follows:

• Site name: Enter a Name for the Site which the Customer owns.
• Lot no: Enter the lot number of the Site.
• Block: Enter the block number (if applicable).
• Subdivision: Enter the site subdivision (if applicable).
• Street No: Enter the street number.
• Street: Enter the name of the street where the Site is located.
• Zip Code: Enter the Zip code of the Site.
• City: Enter the city where the Site is located.
• State: Enter the state where the Site is located (US region only).
• Map reference: Optional – Add Map Number and Grid Number (for example, Map 54, G7).
• A.P.N: Enter the Assessor’s Parcel Number.

Enter job details

Specify details of the Job, as follows:

• Price book: Select the Price Book to use for the Job calculation.
• House Plan: Click the Find  icon. In the RFQ House Plans form, select the house plan to use. Once selected, click Add Selected.
• Base Design: Select the Base Design for the Job.
• Show Quick Quotes: If necessary, check the box to show Quick Quotes.
• House Plan Description: By default, the system generated the house plan description by combining the House Plan number and Customer name.
• Job Memo: Enter an optional memo for the Job.

When complete, click Process.

Once you have created the Job, you can proceed to its further managements, as follows:

• Populate the Job Specifications
• Manage Job Orders
• Manage Job Change Orders
• Manage Job Color Selections
• Manage Job Estimate
• Manage Job Financials