{"id":1120,"date":"2019-03-12T17:41:40","date_gmt":"2019-03-12T17:41:40","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=1120"},"modified":"2021-04-07T20:27:39","modified_gmt":"2021-04-07T20:27:39","slug":"create-quick-job","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/nz\/hc\/jobs\/create-quick-job\/","title":{"rendered":"Creating a Quick Job"},"content":{"rendered":"
\"\"<\/figure>\n\n\n\n

Getting started<\/h2>\n\n\n\n

Quick Jobs are used in unique circumstances and some examples might include Spec Homes, Model Homes, Franchisee\u2019s Own Home.<\/span><\/p>\n\n\n\n

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.<\/p>\n\n\n\n

Quick Job should NOT be used for a Contract Home.<\/p>\n\n\n\n

Create a Quick Job<\/h2>\n\n\n\n
  1. On the Jobs page, click <\/span>Create Quick Job<\/b>.<\/span><\/li>
  2. On the <\/span>Create Quick Job<\/b> 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 <\/span>Create New Contact<\/b>. See the details on creating a new contact in the dedicated section.<\/span><\/li>
  3. Specify the owners. By default, the system uses the name of the Lead. Add the other owners if there are multiple owners.<\/span><\/li><\/ol>\n\n\n\n

    Add site information<\/h2>\n\n\n\n

    Specify information about the Site, as follows:<\/p>\n\n\n\n