You can add an estimate/job using the diary. This will create an estimate/job, and create a diary event for this estimate.
Watch a quick video showing you how to add an estimate/job
Or read how to add an estimate/job
- Click the menu icon (3 horizontal lines) in the top left corner
- This will open the menu. Click View Diary.
- Go to the day you would like to book the estimate/job for. Click in the time slot and click once more to see options for normal, estimate and job. Click New Estimate Event / New Job Event
- Type customer/work address and click Search. Fill in the information as required. At the top of the page you can change the duration of the diary event. When you have added the relevant information click the tick in the top right corner.