➡️ If you're using LSP.expert V1, click here.
To create a job, click on Add a job in the Jobs tab or on the blue "+" in the menu on the left.
In the popup that opens, fill in the name of the job, the client, the service, the due date, the quantity, the labels, the domain of expertise, etc.
You can also add matches for the job in this popup. To know how to do this, see this article: https://help.lsp.expert/en/articles/728113-how-can-i-add-matches-from-a-cat-tool-to-a-job.
In the Billing part of the popup, you can add a PO number and other info that you want to see in your documents (using the "additional information" field).
After clicking on Add, you'll automatically arrive in the details of the job. You can change the status of the job by clicking on it and add notes. You also see an income estimate on the left (to know more about the income estimate, see this article: https://help.lsp.expert/en/articles/742807-how-is-the-income-estimate-calculated).
When you go back to your list of jobs, you see your new job appeared in your list with the status Created. You can change the status of a job by clicking on it (same as in the job details).
If you're using LSP.expert V1
To create a job, click on Add a job in the Jobs tab. In the window that appears, fill in the name of the job, the client, the service, the due date, etc.
You then arrive in the job details, where you can add matches from a CAT tool analysis, assign labels to the job or edit the details of the job. You can change the status of the job by clicking on it and add notes. You also see an income estimate on the left.
When you go back to your list of jobs, you see your new job appeared in your list with the status Created. You can change the status of a job by clicking on it.
