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Adding a New Quote or Job to a Project (Mobile)


Permissions Required

Manage Projects and Manage Quotes or Manage Jobs

Getting There

  1. Go to the projects list by selecting Projects from the Arclight main menu
  2. Use the filters and search on the project list to find the project to you want to manage
  3. Tap on the "New Quote" or "New Job" button

Customer

The customer associated to the project should be automatically selected. If the selected customer is a commercial customer you will be asked to select a contact and a property.

Quote / Job Information

When complete the information about the quote or job the project will be automatically selected for you.

Step-by-Step 

Click here to see a step-by-step tutorial!