Jobs Module Overview A Job consists of a number of tasks that can be arranged in sequence. Each task can be assigned to a different...
How to add a job In the Jobs module, click on ‘ADD’ in the top-left corner of the screen or use the arrow to select ‘Add New Job’....
How to add a job template Using Job templates is efficient when you have recurring jobs with the same tasks. To create a job template, go...
How to set a job as recurring If you have a job that occurs regularly, Legrand CRM enables you to set the Job as ‘recurring’. You only...
Employees & Contractors Employees and Contractors (aka Consultants, 1099 Contractors, 1099 Vendors) are people who you can track and assign work to, without...
How to enter job into LCRM timesheet After you complete a job, the billable time spent on the job is entered into a time sheet in Legrand...