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Creating New Job Sheets

This article will show you a couple of ways to create new jobs in Clik Remote.

 

Create Jobs From the Jobs Module

You can easily create new jobs from the ‘Jobs’ tab on the left-hand side menu. When on the main job list, click on the ‘Add Job’ button to get started.

You can then fill in the details of the company either by typing and selecting an existing one in your CRM or choose ‘New Customer’.

When you are happy with the details of the job, click on ‘Save’. The job will then be successfully added to your job list.

 

Create Jobs From the CRM

You can also create a new job sheet for a company directly in the CRM tab. Choose the company, then go to Activity > Job in the top bar and click on ‘Add Job’.

The company details will already be in the job sheet ready for you. When you are happy with the details, click on ‘Save’ to finish.

Clik Remote

Clik Remote

Jobs

Editing and Completing Jobs
Clik Remote

Clik Remote

Jobs

Emailing and Printing Jobs

Jobs

  • Creating New Job Sheets
  • Editing and Completing Jobs
  • Emailing and Printing Jobs
  • Adding Equipment to Job Sheets
  • Adding Customer Signatures to Jobs
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