The following are prerequisites to creating new jobs:

• Create a customer
• Add a product to a customer record

Jobs can be created for a customer by following this process:

1. Search for and open the desired customer record
2. Click on ‘create’ next to the product you wish to create the job for
3. Complete the fields as follows:
   • Fault: the fault reported by the customer
   • Cust Order No: any required reference numbers (appears on invoice)
   • Policy No: any required reference numbers (appears on invoice)
   • Private Job: tick this if the customer does not have a credit account
   • Charge To: insert the customer number of the customer who is paying for this job (if applicable)
   • Invoice name: insert the name of the person the invoice needs to be addressed to (if required)
4. Click ‘Create Repair’