Let's go through the process of creating a Workshop Job or alternatively please watch our video.
Click on Create Job, then fill in your job details by selecting your client, status, location, start and finish date of the job, your client contact or add a new one, a custom job colour, and any PO's or work order numbers if you have any.
Choose the primary department for which you want to track your profit and loss. Even though a workshop job does not require you to mobilise, you must still select a department on the left. However, you can still mobilise on workshop jobs if you want the job pushed to their staff app.
There are six options for signing off as you scroll to the bottom. Click on Workshop Sign Off to start a new workshop job. Click Save Changes once you have finished entering all of your job-related information.
Important-Once you select a sign off type other than bulk sign off, you will not be able to edit this in the future.