Create a job

How to create a job in RidgeSync — the record holding the customer, the measurement, the quote, the material order, the invoices, files, photos and costs.

1. 1

   Open Pipeline

   Go to Pipeline in the sidebar to see your Kanban board of jobs by stage.

2. 2

   Add a new job

   Click “New job” and fill in the Property address (required), City, State, ZIP, Service, Value ($), Contact, Stage and Details, then “Create job.” The job names itself from the customer — there is no separate title to type.

3. 3

   Open the job

   Click the job to reach its detail page — the hub where the measurement, quote, materials, invoices, files, photos, schedule and costs all live as numbered steps.