In this article, we will go over the simple steps of creating a new Job in Pavilion when a customer requests a service such as resizing or appraisal.
Creating a Draft Job, Adding Parts and Services
❕ You can always add more parts and services in the subsequent steps.
1. Once logged in, navigate to the Job tab. From the Jobs list, click the New button to create a new Job.
2. Select your Customer and fill in the other mandatory fields. You can add optional fields later.
3. If everything is correct, click the Save button.
4. Now let’s add job-related items/ services and other parts to your Job. Click on the Add Item button.
5. Alternatively, select another item type that you want to add by clicking the dropdown icon.
6. From here, click the Select Items field.
7. Select an item to add. You can add multiple items at once.
8. Click on the Save button.
9. Now let’s add services. Click on the Add Service button. You will see a list of service job types.
10. Select the preferred service job type and click on the Next button.
11. Fill in all the required fields and click on the Save button.
12. If there are any additional details specific to the Job that cannot be fulfilled with available parts or services, you can add them as Miscellaneous. To do so, click on the Add Misc button.
13. Fill in all the required fields and click on the Save button.
14. If you want to edit the Job record data, click on the pencil icon near the requested field. To save the edited changes, click on the Save button.
15. If you want to edit added items, click on the ⬇ icon (1) next to the line item and click the Edit button (2). To save the edited changes, click on the Save button (3).
To delete repeat step (1) and click Delete (4) button.
16. You may change the tax rate for each line item individually or altogether. To do this for all line items, click on the gear icon (1) in the top right corner of the Financials section. Select the preferred tax rate (2) and click the Save button (3). All related items will update with the selected tax rate and recalculate their totals.
17. You can change the order of your related items. To do so, click on the Up and Down buttons in line items.
