Jobs Module

A Job consists of a number of tasks that can be arranged in sequence. Each task can be assigned to a different...

In the Jobs module, click on ‘ADD’ in the top-left corner of the screen or use the arrow to select ‘Add New Job’....

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

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...

After you complete a job, the billable time spent on the job is entered into a time sheet in Legrand...