Send a Job to Production

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Once a job is sold, you are able to move it to Production by following the steps below -


Step 1:

  • Mark the opportunity "Sold" on the property level.
  • Once it is marked "Sold", a check box will appear to the right titled "Send to Production."

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Step 2:

  • Once this has been saved and completed, a new tab titled "Production" will populate on the property level.

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Step 3:

  • Once in the "Production" tab, you can start to set up the project details within the "Daily Progress" tab.

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