Congrats! You booked the job! Let’s learn about what goes into working with a job in the final three stages.
A job is a lead that has been booked.
When working with your clients in Táve, they will always be attached to a job. As we learned from the Leads page, all jobs start as leads before you book them. We book them by sending them a quote or invoice which could also include a questionnaire or contract and receiving payment.
There are a number of things you can do while working with a job. You can create additional sales orders, send another questionnaire, and manage all of the tasks associated with getting the job all the way through to the completed stage.
Quick Tip: The new lead worksheet we used when we first created the lead is now the job worksheet and can be edited at any time from the job overview page.