Create Job Wizard

Purpose

Use the three-step job wizard to hand work from sales to operations. It pulls scope, client details, and draft crew instructions from the accepted quote so you only fill gaps that still need a decision.

Open the wizard from Jobs → New Job or from Create Job on an accepted quote.

Step 1 – Choose the source

Accepted quotes (recommended): The list shows quotes with status Accepted. Type to search by quote number, customer, or address. Selecting one loads the scope, customer snapshot, and draft instructions.
Start without a quote: Use for reactive work or internal tasks. You’ll enter every detail manually in the next steps.
Pre-selected: Launching the wizard from a quote auto-selects it, but you can swap to another accepted quote or switch to manual mode at any time.

Before hitting Next, check the summary card on the right—quote number, customer, and total should match the job you’re about to schedule.

Step 2 – Job details

Confirm what the crew, scheduler, and finance team will see on the job record.

Scope & schedule

Job title – defaults to the quote context (company/site). Adjust it to match what crews recognise.
Description – short summary for the crew and any office follow-up.
Planned start date – sets the first day on site. Adding a date unlocks the duration picker.
Duration (days) – enter how many working days are required. The wizard shows the wrap-up date underneath.
Site address – pulled from the quote; edit if the site has changed.

Assigned team (optional)

Pick a team now if the roster is settled; otherwise leave it Unassigned. Selecting a team shows who is currently in that crew (complete with contractor badges) so you can confirm capacity before locking dates.

Client contact

Company name, primary contact, email, phone, and mailing address all come from the quote. Update anything that changed during handover (for example, a different site supervisor).

Quote snapshot

If you selected a quote, a sidebar card displays the quote number, status, accepted value, and revision notes. Use it as a quick double-check before you move on.

The Next button stays disabled until the required fields (source and title) are set. Fill any missing contact details before proceeding.

Step 3 – Crew instructions

Fine-tune what the crew reads on site.

Summary – long-form instructions generated from the accepted quote, ready for you to edit.
Additional notes – optional reminders (access codes, safety warnings, customer-specific requests).
Regenerate from quote – pulls a fresh draft if you change the quote before finishing. It replaces your edits, so only use it when necessary.
Line item preview – shows the first few quote items so you can confirm the system picked up the right scope.
Character counters – both fields cap at 2000 characters to keep briefs digestible.

Click Create job to finish. You’ll land on the job detail page with everything pre-filled.

After the wizard

The job detail header now exposes Edit job, View quote, and Open schedule buttons.
The linked quote switches to status Converted and its call-to-action becomes View Job so sales can jump straight to operations.
Any quote-linked progress allocations are copied across to the Progress tab for future claims.

Troubleshooting

Quote not listed: Only Accepted quotes appear. Update the quote status, then reopen the wizard.
Fields locked or missing: Quotes with a linked job show View Job instead of Create Job. Open the existing job instead of creating a duplicate.
Team left blank by mistake: Assign a team later from the job detail header or when you create schedule entries.
Need to change something after creating the job: Use Edit job on the job detail page; you can update title, description, schedule plan, address, and assigned team while the job is not finalized.

Create Job Wizard

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