V3 Add a Job – Repeating - Packages

To add a Package Job through the V3 Job Wizard, use the following steps:

  1. Navigate to the Job Wizard. 
  2. Select an Account.
  3. Select "Repeats" as the Job Type.  

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  4. Select a Package for one or more Line Items. When a Package is selected, all rounds will automatically generate. Be sure to fill in the correct quantity and rate on each line item. 
  5. Click Next to move on to the Scheduling and Assignment section. 
  6. Each Package round will automatically be schedule per the Master Package, including the wait time between rounds. If any round needs to be excluded, click Exclude

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  7. Select a Renewal Setting.
  8. If you know who will work the Job, Assign it. Otherwise, Estimate the Team size.
  9. Click Next to move on to the Billing section. 
  10. Change the Invoice Descriptions and Billing Preferences, if needed.
  11. When you are finished making changes, click Finish.
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