Job and Quote Procedures
Use these procedures when working with jobs and quotes.
Related topics:
- Create a Job
You can create a job from the New Job tab if you have the correct permissions. - Create a Job from Client Contacts
You can create a job directly from the client Contacts tab if you have the correct permissions. - Populate a Job from a Template
You can use a template to populate a job. - Copy Allocated Resource Figures to the Estimates
If you are using an Allocated Resources job costing type, you can copy allocated resource figures to the estimates columns on the Time tab. - View Details of an Existing Job
You can do a job search to view a job's details on the Financials page. - Search for a Job
The Job Search page provides flexible search criteria to enable you to find jobs. - Turn a Quote into a Job
After a customer accepts a quote, you can turn that quote into a job if you have the correct permissions. - View a Job that is Related to a Quote
If you need review information for a job that is related to a quote, you can use the Quote Search. - View a Quote that is Related to a Job
If you need to review the details of a quote that is related to a job, you can use the job search Financials page. - Set the Default Job Costing Band
You can set TrafficLIVE to use a default job costing band so that you do not have to specify a job costing type every time.
Parent Topic: Jobs Procedures