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Create a job without an estimate and assign its customer

A job may be created directly or from an accepted estimate. Choose one route to avoid duplicates.

Steps

  1. First create the customer under Customers. Open Jobs & profit and use the new-job button.
  2. Enter the title, customer, original contract before tax, cost budget, status and dates shown on the form. These are business inputs, not automatic invoices or cash receipts.
  3. Enter Future costs still to come when you have a remaining-cost forecast. Leave it unknown if you have not estimated it; a blank forecast is not zero.
  4. Save the job. Add job expenses, approved employee time, changes and invoices against this same job. If you already accepted an estimate, open its existing connected job instead.

Check that it worked

The job is linked to its customer and has the intended contract and budget without a duplicate.

Still stuck?

If these steps do not match your screen, check Company & settings for your version and whether you are using Demo, a field laptop or the office workspace. Search the displayed error or save a support report.

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