Creating a Job

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There are several ways to create a job, but we will look at the direct approach (the alternatives are from the estimates screen where you can convert an estimate into a job, and the ‘Invoice/Estimate/Payments’ task page where you can convert an estimate if you know the estimate number), ensure that you have clicked in the grid area of the main screen and press “Ctrl + Ins” on your keyboard (this means press and hold down the Control/Ctrl key while pressing the Insert/Ins key).  This will create a new item and the ‘Job Editor’ screen will be displayed.