Geo desktop: Creating jobs from the client page
Previously, if you wanted to create a new job for an existing client you had to make one from scratch. But now you can create a job directly from a client’s profile page, making the process quicker and even easier.
Add Job from Client
To create a new job you need to go to a client profile via the clients page.
Once your chosen client profile click on the Actions button in the right-hand corner.
Then select create job from the dropdown.
This takes you to the job creation form where you can fill out any necessary details about the job, such as the job name and location.
Once you’ve finished creating your you’ll be taken to the job overview on the Jobs page. Clicking the back < icon will take you to the jobs tab within the client profile.