Using the Quick Add Icon

The Quick Add icon allows you to add items to SA from any screen within the system. To see the list of options, hover over the green plus sign in the navigation bar:

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The options you see in the dropdown list will vary depending on if you are on a V2 or V3 screen. 

 

The V2 Quick Add Menu

On V2 screens such as the My Day page, the menu will appear with the following options:

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  • Client - add a new Account with the Type designation of "Client". Use this option if you need to create an Account you know you will immediately need to schedule a Job for.
  • Lead - add a new Account with the Type designation of "Lead". Use this option if you are unsure of the client's business, such as when someone contacts you for an Estimate.
  • Estimate - add a new Estimate to an existing Account.
  • Ticket - add a new Note or Call to an Account.
  • Job - add a new Job to an Account. This will open the Job Wizard which allows you to schedule a Job of any type.
  • Package - add a new Package to an Account. This option is a shortcut to the Job Wizard specifically for scheduling Package Jobs. 

 

The V3 Quick Add Menu

On V3 screens such as the Accounts list screen, the menu will appear with the following options:

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  • Account - add a new Account. The default Account Type selected will be "Client" but you can change it to "Lead", if applicable.
  • Estimate - add a new Estimate to an existing Account.
  • Ticket - add a new Ticket to an existing Account. You can select from Notes, Calls, or Calendar Events on the Add Ticket overlay. 
  • Job - add a new Job to an existing Client Account. Note: On Demand Jobs cannot be added from the V3 Job Wizard, this must be done from the Advanced Actions list on the Account Review overlay. 
  • Email - send a new email to an existing Account or any manually entered email address.
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