Create a new job

  1. Open the Manage Estimates screen.
  2. Click Cancel.
  3. Click Create.
  4. In the New Name field, enter a unique, descriptive name of up to 100 characters for the job.
    Tip: To create the new job in a folder, enter the folder name followed by a backslash ([\]) in front of the job name. If you use an existing folder, be sure to enter it exactly as it appears; otherwise the application will create a new folder.
    Note: The application uses the job name as the name of the tab in which the Manage Estimates screen is displayed. If the job is in a folder, the application displays both the folder name and job name in the screen header (underneath the tab) and in the tab's tooltip.
  5. Click OK.
  6. Complete the fields on each tab of the Job Setup Wizard as described on the Manage Estimates Screen Field Reference.
  7. Click Finished.
    Note: If you click Cancel, the job will still be created.