The PortaPro Job Creation Wizard is an 8-step guided process that walks you through creating a new job from start to finish. The wizard ensures you capture all necessary information while providing flexibility to skip optional steps.
Accessing the Wizard
Wizard Modes
The wizard supports three creation modes:
Wizard Structure
| Step | Name | Purpose |
|------|------|---------|
| 1 | Customer Selection | Choose which customer this job is for |
| 2 | Job Type & Scheduling | Select job type and set dates/times |
| 3 | Location Selection | Choose service addresses or GPS pins |
| 4 | Driver & Vehicle | Assign crew and equipment (optional) |
| 5 | Products & Services | Select inventory items and consumables |
| 6 | Services & Frequency | Add recurring services with scheduling |
| 7 | Deposit Collection | Configure payment deposits |
| 8 | Review & Confirmation | Verify all details and create the job |
Navigation Controls
Auto-Save & Drafts
When exiting the wizard before completion: