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How to Add a New Job

1. Navigate to Jobs > Details Tab.
   
   
2. Click Add from the Moveware Smart Panel. A new blank record is created. Enter as much information as possible at the time of entry.
   
   
3. Double-click the Type field to select the type of service (Cost Center) you will be working with.
   
   
4. Double-click the Status field to select the correct Job Status. 
   
   
5.  Enter the details of the origin and destination addresses. The default Origin Code is based on the branch location. 
   
   
6.  Click Save. If all the mandatory details of the job have been entered correctly, the new job is created and allocated the next available Job Number.
   
   Note: Mandatory fields are shaded in red and must be filled in before the job can be created. The fields that Moveware sets as mandatory will depend on the job type and current status.
   
   
7. Fill in additional information as you receive it into the other Jobs tabs, such as: Details, Diary, Contact, Costing, and so on. Once the job is confirmed by the Customer, the Job Status can be changed to Won and the type of service can be updated, along with any other additional details as needed.

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The steps above have been identified on the following screenshot:

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