QuoteBolt|Knowledge Base

Creating and Managing Jobs

Create jobs from Jobs with Create Job, move them on the Board, and mark won or lost.

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Create jobs to track work from lead through win or loss, and keep quotes, appointments, and invoices tied together.

Create a job

  1. In the sidebar, open Jobs.
  2. Click Create Job.
  3. Enter Job Title (required).
  4. Add a Contact or a Company — you need at least one.
  5. Optional: Property, Status, Owner, Start Date, Completed Date, and Notes.
  6. Click Create Job to save. Later edits use Update Job.

Jobs open in a table by default. Switch to Board to see the pipeline by status and drag a job between stages.

Statuses you will see: New, Appointment, Quoting, Servicing, Invoicing, Won, and Lost. From a job you can Mark won or Close as lost; delete is in the ⋯ menu.

What happens next

  1. Appointments and scheduling
  2. Send your first quote
  3. Managing contacts

Good to know

  • Job Title plus a Contact or Company are required to create a job.
  • There is no Description field on the job form.
  • Use Board when you want to move work through stages by dragging.