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May 23, 2020
Question

How do I add a job to an existing customer?

  • May 23, 2020
  • 1 reply
  • 1 view
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1 reply

Level 9
May 23, 2020

Hello there, @amdaniels9393!

 

You can create a job or project for an existing customer in just a few easy steps.

  1. Go to Projects.
  2. Select New Project.
  3. Enter a name for your project.
  4. Choose a customer from the drop-down menu.
  5. Click Save.

In addition, I've included a few articles below to learn more about projects:

Lastly, here's are articles you can read for ideas about the related transactions for your project: 

Keep me posted in the comments if you have any other questions. I'll be here to help.