Welcome Station - Popular Jobs

How to add and edit the popular jobs in welcome station

How To

  1. From Report Pro

  2. Select the Customize tab

  3. Select the Welcome Station button

    1. The Customize Welcome Stations screen opens

  4. Select the Popular Jobs option in the left panel menu

    1. The right panel will display a list of your canned jobs from your management system

  5. In the right panel of canned jobs, check each of the canned jobs that you would like to appear in the list of items for your customer to select from.

    1. Note that these items are currently added as notes to the Estimate in your management system in which the Service Advisor can then build the complete jobs from.

  6. Once you have finished selecting your desired Popular Jobs, click the Close button to save your changes.