Start work from a contact
Create a booking, quote or job straight from a contact's page, with the contact already filled in.
The quickest way to start work for a customer is from their contact page. The new booking, quote or job opens with the contact already chosen, and it appears on the contact's tabs once saved.
Book a visit
Open the contact and select Create Booking. The Appointments screen opens with a new booking for this contact. Set the time and employee, and save. See Bookings.
You need Bookings: Create.
Create a quote
Open the contact and select Create Quote. A new quote opens with this contact filled in. Fill in the quote and save it.
Saving a quote for a prospect makes them a client.
You need Quotes: Create. Owners and Office staff have it.
Create a job
Open the contact and select Create Job. A new job opens with this contact filled in. Fill in the job and save it.
You need Jobs: Create. Owners, Office staff, Supervisors and Field workers have it.
Start from a booking instead
If you've already visited the customer, convert the booking rather than starting afresh. The quote or job then picks up the booking's details, files and activity. See Convert a booking to a quote or job.
Find the work again
Everything you create for a contact appears on their page, under the Bookings, Quotes and Jobs tabs. See The contact page.