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Docs / Quotes & jobs

Create a job

Overview

A job is the one place a deal lives — the customer, what they need, the quote, and every step after. Most jobs start on their own when a request comes in by email or your intake form, but you can also create one by hand in a few seconds. One request, one job — you never make a second job for the same work.

Steps

  1. Open Jobs and click New Job.
  2. Fill in Customer Name and Customer Email — both required.
  3. Add the Company if there is one (optional).
  4. Type a short Job Description — what the customer wants, in your own words.
  5. Click Create Job. Setell opens the new job, ready for a quote.

What happens next

  • The job lands at the New stage with no quote yet.
  • From here you can Generate Draft (Setell drafts a quote) or Use Template to start from one you've saved.
  • The customer's details are saved, so the next time they come back Setell already knows them.
  • You can add a job address — where the work actually happens — on the job page (the "Job site" card) at any time. When a job has an address, Setell prices against that location's labor market instead of your shop's home region. Customers can also supply it up front on your intake form, and Setell picks it up automatically when an email mentions it.

Troubleshooting

  • "Create Job" is greyed out / nothing happens. Customer Name, Customer Email, and Job Description are all required. Fill the empty one and try again.
  • Says the email is invalid. Use a full address (name@company.com). A typo here means the customer can't get the quote later.
  • You already have a job for this customer. That's fine — make a new job for new work. Keep one job per request so the history stays clean.

FAQ

  • Do I have to create jobs by hand? No. Most jobs start themselves from an inbound request. This is for when you want to add one yourself.
  • Can I change the customer's details later? Yes — edit them on the job page anytime.
  • What's the difference between the job description and the quote? The description is the plain-language request. The quote is the priced line items Setell builds from it.

Related

docs/quotes/draft-quote · docs/quotes/pipeline · docs/getting-started/inbound-setup

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