Jobs Module

A ‘Job’ refers to a service or hours you provide for your clients. A job can consist of several tasks and can...

Using job templates is efficient when you have recurring jobs with the same tasks. To create a job template, go...

In the Jobs module, click ‘ADD’ in the top-left corner. Click the link to select a client. Enter the company or contact’s...

If you have a job that occurs regularly, Legrand CRM enables you to set the Job as ‘recurring’. You only...

Employees and Contractors (aka Consultants, 1099 Contractors, 1099 Vendors) are people who you can track and assign work to, without...