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Creating New Job Sheets [Video]
To create a job sheet for a specific customer, firstly select the company account within the ‘CRM‘ tab and navigate to the ‘Sites‘ tab.
Select the site you will be working on and click Create > Job Sheet With Selected Site.
This will now open a new job sheet. Enter your job information and click ‘Save & Close‘ when you are happy with the details.
This Clik Service video tutorial will show you how to create a new job sheet:
