The following video outlines how to create a job within the Buildxact platform. It also shows you the different types of jobs and default invoices, as well as how job acceptance works.
Create a job
Navigate to Jobs, in the left-hand menu.
Click on Create New.
A new job form will appear. Fill out the details of the job, including the job description and the invoice method used, and click Create job.
Your job can now be found under Jobs in the left-hand menu.
Create a job from an existing estimate
To create a job from an estimate, navigate to Estimates in the left-hand menu.
Click on the estimate you want to create a job for.
From within the estimate, click on Create job.
The form will auto populate with details from your chosen estimate.
The job description.
The building type.
The client name.
The expected start date.
The invoice method (choose from the drop-down menu).
When you're satisfied with the included information, Click 'Create job'
Your newly created job can now be found under Jobs.
