To add a One-Time Job through the Job Wizard, follow these steps:
- Navigate to the Job Wizard.
- Select an Account.
- Select One-Time as the Job Type.
- Add any internal scheduling notes or job notes, if needed, then add one or more line items. Be sure to fill in the correct quantity and rate.
- Select whether or not you want this job to be a Work Order.
- Click Next to move on to the Schedule and Assign section.
- If you know when you will work the Job, Schedule a date. Otherwise, the Job will appear on the Waiting List.
- If you know who will work the Job, assign it. Otherwise, just estimate the Team size.
- Click Next to move on to the Billing section.
- Change the Invoice Descriptions and Billing Preferences, if needed.
- When you are finished making changes, click Finish.
Note: If you scheduled the Job on a specific date, it will appear on the Dispatch Board.
If you did not schedule it on a specific date, it will appear on the Waiting List.
If you did not schedule it on a specific date, it will appear on the Waiting List.