The "Create New" Button: On the far left sidebar, the green (+) Create New button is your starting point for new work.
Quick Menu Options: Hovering or clicking this button reveals a quick menu to instantly create:
Deal: Start a new sales opportunity.
Assessment: Schedule an inspection.
Quote: Build a price estimate.
Job: Create a work order.
Invoice: Bill a customer.
Event: Add a calendar event.
Customer: Add a new client profile.
Property: Add a new service location.
Purchase Order: Order parts or inventory.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.