Running a job
5 articles in this section.
Creating a job
A job in HomePulse is one construction project. The areas, the selections, the schedule, the client portal, the purchase orders and the inspections all belong to a job.
Setting up manual selections on a job
By the end of this guide your job will have areas, a set of decisions in each of them, and a shortlist of products against each decision.
Adding your client to a job
Learn how to attach a client to a job and invite them to the client portal
Reviewing what your client chose, and the signoff report
Everything your client picks lands on the job's Chosen Selections tab, whether they chose it in their portal or with you in showroom mode. This is where you check their progress,
Variations: raising, sending and getting them signed
A variation records a change to the contract price. You raise it on the job, email it to your client, and they accept it by signing in their portal.