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Identity
Job name
*
Short, descriptive. e.g. "Smith Kitchen Reno".
Type
*
Remodel
New build
Addition
Repair
Other
Client
*
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Client type
Individual
Company
First name
*
Last name
*
Business name
*
Email
Phone
← Pick an existing client
Location & description
Site address
Street address where work is being done. Optional.
Description
Site access
Scope, special notes, anything to remember about this job. Optional.
Schedule
Estimated start
Estimated end
Initial status
Lead
Estimate
Signed
In progress
Punch list
Complete
On hold
Defaults to Lead. Promote later from the job detail page.