How to Create a New Job in Base: The Seamless Way
One-Stop Solution for Client Requests:
Responding promptly to client requests can distinguish your company from others. Base provides a simple job creation system, ensuring you stay ahead of the curve.
Step-by-Step Guide: Initiating a New Job
1. Create the Client:
Ensure you have the company established as a client in Base. This foundation ensures smooth job creation later on.
2. Navigate to Job Creation:
Within the Jobs module, use either of the Add New buttons, placed at the top and bottom of the Jobs Table.
3. Create the Job:
Clicking Add New reveals a job creation form with the following information to be filled out:
Description: Use this to provide a brief description about the job or highlight unique requirements.
Client: Use the drop-down to assign the job to a client.
Created By: This is used to document and show who created the job.
Status: Select the appropriate status from the drop-down. Please note that a job with only a quote remains in Requested status. Upon generating an invoice, the status updates to 'Open'.
Custom Fields: Tailor-made fields unique to your organization will appear here once established.
4. Submit The Job:
After entering the required data, click Add Job at the bottom of the form. Your new job will now appear in the Jobs Table.
5. Do Something With The Job:
Next to each job in the table, utilize the buttons to view, edit, or archive jobs.
Deeper Dive into Base's Numbering System:
When you create a new job in Base, our advanced auto-numbering system provides unique job numbers without any manual input. This eliminates the need for manual job number entry.
Expanding Your Horizons with Base:
Crafting a new job in Base is more than just adding a task; it's setting the stage for a successful client project. With the tools and flexibility at your fingertips, manage, and monitor jobs with unparalleled ease. Dive deeper and streamline your B2B service provision with Base.