Step-by-Step Process

• Create a repair job you want to outsource according to your preferences
• On the sidebar, click the Jobs button to open the job listing page, then click the [ + ] button to add a Create New Job

• After filling out in all the information and saving it, you will be redirected to a job sheet where you will find a button that says View Job.
• Click that button and you will be redirected to the overview of the job.

• Now click on the Job Actions button and you will see Outsource To option

• Upon clicking the Outsource To button, a pop-up appears
• Select the vendor to whom you want to outsource the work on that pop-up
• In addition, you need to enter the price, and you have the option to add a description

• Upon saving, the new entry will be added to the Outsource listing page 
• What is the location of the Outsourcing listing?
  1. You can get that job by clicking on the Outsource button on the sidebar
  2. You have the option of changing/updating the status of the job, and all this information will be displayed on the Job Overview page. 
• Here’s how you can manage your outsourcing.

• How to add vendors 
  • As shown above, we have a Vendors button on the Outsource Listing page. 
    • Outsource->Vendor
• You can edit your vendors by clicking the Vendors button. You will be taken to the Vendors listing page.
• To create a new vendor, click the [ + ]  button

Great job! 💳💼🎉 

You’ve successfully learned how Outsourcing work in the Bytephase CRM.