JGID Help Resources
  • Contact
  • Contact

New Enquiry & Opportunity

  • Installing the JGID App(s) on your mobile device
  • Create an Opportunity - Automatic JGID ID No Assigned & Cloud Storage Folders Created
  • Making a New Enquiry for an Existing Client
  • Think Like an Estimator
  • Can I undo or recover a deleted item?
  • Making a New Enquiry for a New Client
  • Understanding Related Documents
  • Understanding Opportunities

Categories

  • The JGID Way
  • Master Matrix
  • Getting Started
  • Login & Security
  • Tasks & Task Boards
  • Users
  • CRM
  • Inventory
  • New Enquiry & Opportunity
  • Notes & Field Notes
  • Quote
  • Job
  • Order
  • Calendar & Scheduling
  • Checklist & JHA
  • Worksheets & Timesheets
  • Stock
  • Invoice
  • Add Ons
  • Mobile App
  • Equipment Scanning (Check in & out, Inspect)
  • JGID Forms App
  • Settings
  • FAQ's
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