Creating a Program

You can create a program by opening any job information page in your database (Note: this does not have to be the job you want to add the program to), clicking on the '+ Add By' drop down above the service listing, and selecting Single Program.

This will bring you to the Programs pop up, where you can edit a program by clicking on the diagonal pencil icon, or create a new program by clicking on the '+ Add New' button.

Either option will bring you to the Edit Program page, where you can set the: Program Name (the label displayed for the program in the Programs pop up), the Plant (which will drop in as the item for all services associated with the program when it is added on the job) and the Services on Program (which contains the services associated with the program).

The last option on the pop up is the 'Auto insert service descriptions when adding this program to a job' check box, which will allow you to choose whether or not the service description will drop into the description box when the program is added to the job.

Once you've added this information, you can click on the Save button in the lower right hand corner, which will take you back to the Programs pop up.

Adding a Program to the Job

To add the program to to the job, you will want to be on the job information page of the job you would like to add the program to, click on the '+ Add By' drop down above the service listing, and select Single Program.

This will pull up the Programs list, where you can select the '+' button to the right of the program name to add the program to the job.

This will allow you to add the services associated with the program to the job.

Note: As the services are not associated to the program name after they are added to the job, you will want to utilize sections to group or label the services on the proposal.

Did this answer your question?