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How to get to New Job/Estimates: Click on Job Cost, then Create New Job/Estimate.
The Create New Job/Estimate screen is a quick way to enter a new job. This screen will generate a work order, put the job on the schedule board in red so the dispatcher will know it was created by someone else, and create a parts request.

• The Job # will be filled in with the next number. Select a job type from the scroll down menu next to the Job # field.
• The Customer # should be the physical location of the job.
• Enter the Billing To name, General Contractor, Job Name and Price.
• A work order will be created unless the Do Not Create Work Order box is checked.
• Check the Create Parts Request box to request parts.
• Use Default Tasks and Use Default Phases, when checked, will allow you to apply the phases and tasks that were created in the Job Cost/Default Phases/Tasks module to apply job hours to those phases and tasks in Payroll.
  
• The T and M (Time and Materials) box should be checked when the cost is not certain but should not exceed the price on the estimate.
• Enter an Estimate # and select from the drop down menu whether it is new or existing. If an existing estimate is entered, all the information from that estimate will automatically appear.

• Materials, Labor and Vendor information can be entered on this form.
• Choose a Sales Tax Entity, Tax Percent, and Tax Amt.
• Type Dispatcher Notes in the text box. Notes should include a description of the work to be done.
• Click the Create Job/Estimate button when finished.

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