What do I need to configure Job Resulting for my team?

Job Resulting is configured from the Global Settings in One Click Contractor.

Step 1: Configure Sale and No Sale

Job Resulting must be configured separately for:

• Sale

• No Sale

Each option can have its own:

1. Fields

2. Email subject

3. Email recipients

Step 2: Set the Pattern

The pattern controls the document that is generated after a job is resulted.

1. Select Pattern

This determines what the downloaded result will look like.

Step 3: Email Settings

You can control who receives the job result.

1. Enter Email Recipient(s)

2. Separate multiple emails with commas

3. Optional: add CC or BCC recipients

You can also define the subject line:

1. Enter Email Subject

Dynamic values may be used, such as:

Step 4: Add Fields

Fields define what users must complete when resulting a job.

1. Click Add Field
   

For each field:

1. Enter Name (internal reference)

2. Enter Label (what users will see)

3. Select Type (text, dropdown, date, etc.)

4. Toggle Required On or Off

Example Field Setup

Step 5: Sale Example

1. Label: Was this job financed?

2. Type: Dropdown (Yes / No)

3. Required: On

Step 6: No Sale Example

1. Label: Should we follow up?

2. Type: Dropdown (Yes / No)

3. Required: On

Step 7: Save Configuration

1. Click Save

Your Job Resulting setup will now apply to all users.

⚠️To ensure that Job Resulting is available for the estimator's users, make sure to enable the permissions. 

Quick Peek on how the configuration shows in the estimator

For the full guide, see Job Resulting - Configuring Job Resulting.