To add a Package Job through the V3 Job Wizard, use the following steps:
- Navigate to the Job Wizard.
- Select an Account.
- Select "Repeats" as the Job Type.
- 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.
- Click Next to move on to the Scheduling and Assignment section.
- 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.
- Select a Renewal Setting.
- If you know who will work the Job, Assign it. Otherwise, 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.