Create a New Job

How to Create a New Manual Job (Ticket)

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Written by Juan Delgado
Updated over a week ago

After completing the basic settings, you will be able to create jobs according to your needs.

  1. Click on the plus sign icon.

  2. If you have only one job source, a draft will open right away. Otherwise, Uleadz will ask you in which job source you want to create this new job.

  3. Fill out the client's contact information as well as the job type and assigned technician.

Note: You can also add tags of your choice or notes pertinent to the job at the bottom.

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