Creating a Job (Project)

To create a job in BLDON, simply select "Estimation" from the app launcher. Once selected, a panel will appear where you can input all the necessary job details.

Creating a job in BLDON is incredibly easy thanks to its user-friendly interface. The platform is designed to simplify the process, allowing you to quickly input essential details like the job title, description, and requirements.

1. Click “Create”.

2. Enter the name of the job.

3. Select the opportunity from the drop-down menu. (Opportunity will be created in CRM).

4. Select the Estimator from the drop down.

5. Select the Reviewer from the drop down

6. Enter the customer's name.

7. Enter Quote Number.

8. Bid date can be entered which will be useful in the task management.

9. Select the status (New, pending completed)

10. Description if any can be added related to the job.

11. Click Create button.

The image below shows how the home page of Estimate looks.