V3 Add a Job – Repeating - Packages

To add a Package Job through the V3 Job Wizard, follow these steps:

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


  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 Schedule/Assign section. 
  6. Each Package round will automatically be scheduled per the Master Package, including the wait time between rounds. If any round needs to be excluded, click Exclude


  7. Change the renewal Setting from Auto Renew, if needed.
  8. If you know who will work the Job, assign it. Otherwise, enter the estimated 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 done making changes, click Finish.
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