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Create Job Activity

To get Job Activity started all you have to do is approve the quote in the quote info part of the account.

After you approve the quote you will be taken to the next  step under account information. To add a new job activity, simply look under the activities tab near the middle of your screen. Click “Add Job Activity” and then choose the type of activity that you want to start. They are color coded for easy recognition.

Once you choose the type of activity you can update the activity by clicking on it under the activities tab.

It is really just that simple.

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