Create new job

On this page we learn how to create a new job in a new customer using the project wizard. In the process, we will also create a new customer account with a different price list.

You can either watch this how-to as a video or read it below in text form.

Step-by-step to the new job

A new job is created in the job management. You can access the wizard to create a new job under Job Management > Create New Job. Also via the "Create New" menu item.

This wizard guides you to a new job in six steps.

In the first step we assign a name to the new job.

In the second step an existing customer is selected or a new customer is created. In the video we create a new customer directly, but you can also choose an existing one from the list.

In the fourth step an existing customer account is selected or a new customer account is created.

In the fifth step we can adjust the hourly rates for this customer account if they differ from the agency price list. In this case it was agreed with the customer that graphic services will be billed at a net hourly rate of €55. This information is stored in the new customer account price list.

By clicking "Create Job" both the new customer account and the new job are created.

We go to the job detail page and see here that the job was created in the new customer account.

Now we can, for example, create initial tasks in this job or create an estimate.

From now on, additional jobs can be easily created in the existing customer and most steps of the wizard can be skipped.

By the way: It may make sense in some cases not to create a job for every new-business estimate. If your agency sends many offers to new customers each month without knowing whether they will actually result in an order, it is simpler to create the job only after an estimate has been approved and to assign the approved estimate to the new job only then. This avoids losing track due to a large number of unrealized jobs.