Guide 03

The recommended workflow

The order that makes every other job easier

The problem

A painter, a plumber and a framer do not run jobs the same way. Zeus does not force one, but one order makes everything after it easier.

What Zeus does

Price Book first. Then client, job, quote from the job page, invoice from the confirmed quote, payment on the job.

Do this

Start on Home

  1. More

    The order we recommend

  2. Price Book

    Step one: the Price Book

    Look at 1/2" Drywall Sheet 4x8

    The recommended workflow, Price Book
  3. Create

    Step two: client, then job

    Look at New Job

  4. Exterior Siding Repair

    Step three: quote the job

    The recommended workflow, Exterior Siding Repair
  5. Docs

    Client confirms, you do the work

    The recommended workflow, Docs
  6. Type intoQt-1036

    The confirmed quote waits on the job

  7. Back

    To the job page

    Look at Make an Invoice

  8. Financial

    Step four: invoice and payment

  9. Payment

    Price Book, client and job, quote, invoice, payment

You now have

Price Book, client and job, quote, invoice, payment. That is the loop.

All 6 guides in Getting started