How to create a Job

Use this process if you would like to create a job in JobBag.

Jobs can be create for client project, overhead jobs and new business jobs.

Navigate to the JobBag menu > Jobs > New

1. Enter client Code/name. Note the job number filed will pre-poplate

2. Select client contact or create new contact

3. Select a Job Type (Project Type)

4. Enter Job title/description

5. Add Acct Exec and/or Account director

6. Save

First time to the jobs window? Learn more about the jobs window here

Need more help?

Please contact support, call 02 8115 8090 or email support@jobbag.com