qiitp - Front Desk

Where do I create a new customer/job?

Updated on

Click on New Job.

Fill in Customer / Job information

Fill in Customer / Job information
  1. Fill in the customers First Name.
  2. *IMPORTANT* Fill in the customers Last Name. This will be the name given to the order.
  3. Notes are for any information that you would like to be able to look back on.
    They apply to the your customer and can be in regards to more than 1 room.
  4. Select a Referral method.
    This can help you keep track of your most effective means of referral.
  5. Click Save.

Once this information has been completed you will be automatically sent to the next stage of create your job - Adding a Room

Fill in Room Information

  1. Name your Room.

  2. Enter in the Product Design.

  3. Select Save to move on to Dimensions.

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