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Anchor_Toc259111993_Toc259111993CREATE JOB

Create Job
Create the new "New Job" so you can accept the quote.
We want Create a "Header/SubJob relationship so " to be able to create the subjobsSubjobs. We will Try to have each of the subjobs Subjobs on a Cost Sheet. In this example 4
Charge Types

CHARGE TYPES

To streamline the set up make , Make sure that the charge types are correct on the Job Templates for the Header and Sub Job.
The Billing Type and Billing Consolidation on the Charge Types should be:-

• Header Job - Claim Schedule / Header Job with Subjobs
• Sub Job

...

• - No Charge / Header Job with Subjobs

In the Quote, Enter the subjobs against each of the Cost Sheets.
Choose the relevant subjob per Cost Sheet. Accept Quote.
Anchor_Toc259111994_Toc259111994 Create Estimate

CREATE ESTIMATE