To create a job sheet for a specific customer, firstly select the company account within the 'CRM' tab and navigate to the 'Sites' tab.
Select the site you will be working on and click Create > Job sheet With Selected Site.
This will now open a new job sheet. Enter your job information and click 'Save & Close' when you are happy with the details.
This Clik Service video tutorial will show you how to create a new job sheet:
More Clik Service video tutorials: https://www.youtube.com/playlist?list=PLvyWkv2BfIth0sCISMFnHnlmUjlrnq6cP
Published: January 2013
Last Updated: March 2020
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