Review all job details and finalize creation. This is your last chance to verify information before the job is created.
Summary Sections
The review step displays organized sections:
1. Job Information
2. Customer & Contact
3. Location
4. Assignments
5. Products & Items
6. Services
7. Consumables
8. Financial Summary
Reference Pins Map
If GPS pins were selected:
Conflict Warnings
The system checks for:
Warnings display with specific details and suggestions.
Creation Actions
Create Job (Default Mode)
Create Quote (Quote Mode)
Create Job & Quote (Combo Mode)
Create Invoice
Quote Preview
Before creating quotes:
After Creation
Upon successful creation: