Datasheet names should be unique to each individual entry. A good way to do this is by listing the name of the job and the address, i.e. Smith, John--123 Second Street.
To choose a customer that already exists in your database, simply begin typing in the customer field and their name will populate in a dropdown menu.
If the customer does not exist, type their name in and then select ‘Add New Customer’. After clicking a new menu will pop up for you to fill in the new customer information.
Set Priority of the Job
Select which office the datasheet is linked to
Assign a Salesperson.
Select a referral source
Fill out Job Information
The first textbox, ‘Job Notes’, allows you to explain what the job entails and will be displayed on the Job and Bid worksheets.