Fieldmagic allows you to convert your Opportunity to a Job by using the Convert button shown in your Opportunity.
Step 1: Select The Convert Button
On your Open Opportunity, select the convert button to start creating a Job:
Step 2: Define Your Job Details
Once you have selected the Convert Option, you will be shown the below screen allowing you to set-up you job.
There are a number of key fields:
- Purchase Order Number - Allows you to set a PO Number if applicable.
- Job Type - Set the Job to "Simple" or "Project". Simple Jobs are used most often where you may only need to raise a single invoice, and where the job is not complex in na. Project Jobs are used when you have a Project Template set-up that will define what tasks get created for the job 9if you have set a project template up in your Settings Area).
- Billing Type - Defines what type of billing you want to stipulate. If from a Quote, it will default to Fixed Price.
- Create Tasks for all Labour Items - This is flagged as on by default. Any Labour products added to your quote will create a separate task for each labour line item present on the quote.
Tip: Make sure you have set up your Labour products correctly in your Fieldmagic Product catalogue by flagging the product as "Labour" and ensuring it is "Active". You will see your product catalogue in your settings area.
- Create materials for all parts - This is flagged as off by default. Any products added to your quote will create a list of materials on the job visible to your technician if this is flagged as on. This can be a good way of showing them what materials are required for the job and will be added onto your invoice as well.
- Quote - Allows you to Select the Winning Quote.
- Job Summary - Description of Work inherited from the Quote Summary on the Quote selected as the winning quote.
- Convert To Job - Select this to Convert your opportunity to a New Job.
Step 3: Schedule Job Tasks
Once you have created a new job, you will be presented with the below screen which shows a number of key tools highlighted and explained below.
For a detailed overview of scheduling tasks, please refer to this article.