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The New button is the starting point for creating a new job in PlanSwift.

Create New Job

  • Click on New to begin. This opens the New Job window,
  • Enter a Job or Quote number, Description, and Job Notes.
  • You can also select a different New Job Location, which shows a drop-down list of storage locations (see Related Articles for more information on creating storage locations)
  • Set the measurement type (either English and Metric)

PlanSwift New Job dialog box - general Job settings

  • Click Next to open the Image Files window

PlanSwift opens the last location from which you loaded plans by default.

  • If this is the correct folder, Click on the files you want to add to this Job or select Browse to navigate to the files where you have them stored

PlanSwift - creating a Job - selecting image files to add

Click Next to continue

PlanSwift - creating a Job - PDF Conversion and Image settings screen

 

PlanSwift - creating a Job - read to create screen

 

PlanSwift dialog box showing progress of creating a new Job.png

click here to view the previous article Home Tab Shortcuts and HotKeys Open an Existing Job from The Home Tab click here to view the next article

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