Jobs

Jobs Module Overview
A Job consists of a number of tasks that can be arranged in sequence. Each task can be assigned to a different contact.  For example, the Job ‘Daily serve...
Mon, 28 Feb, 2022 at 3:51 PM
How to add a job
In the Jobs module, click on 'ADD' in the top-left corner of the screen or use the arrow to select 'Add New Job'. In the 'Add...
Tue, 22 Mar, 2022 at 9:54 AM
How to add a job template
Using Job templates is efficient when you have recurring jobs with the same tasks. To create a job template, go to the Jobs module screen. In the Jobs mo...
Tue, 22 Mar, 2022 at 9:27 AM
How to set a job as recurring
If you have a job that occurs regularly, Legrand CRM enables you to set the Job as 'recurring'. You only need to set up a recurring job once whic...
Tue, 22 Mar, 2022 at 10:56 AM
Employees & Contractors
Employees and Contractors (aka Consultants, 1099 Contractors, 1099 Vendors) are people who you can track and assign work to, without giving them a CRM log...
Tue, 22 Mar, 2022 at 11:46 AM
How to enter job into LCRM timesheet
After you complete a job, the billable time spent on the job is entered into a time sheet in Legrand Cloud CRM and can be exported to QuickBooks Online, Xer...
Tue, 22 Mar, 2022 at 12:07 PM