Create a new enquiry or job
Create the correct job type and connect the systems needed for delivery.
For: Sales and project managers
Open New EnquiryWorkflow
How to do it
Choose the job type
Select Current RMS, Sales or Venue Recharge according to how the work will be delivered and billed.
Complete the essentials
Enter the client, job title, rental dates, owner and the commercial information available now. A blank venue is saved as TBC.
Choose the Current RMS state
Keep Draft for the normal workflow, or explicitly create the Current RMS opportunity as a Quote or Reserved quote.
Choose integrations
Create or check Current RMS, SharePoint and Xero records only where the job needs them.
Review the created job
Open the new job and confirm its references, owner, dates and document folder.
Useful to know
- • Use a consistent client-facing job title; it appears in several downstream systems.
- • Use Chargeable days when billing should ignore the rental start/finish duration. Schedule phase dates stay blank until you enter them.
Troubleshooting
A client or owner is missing.
Synchronise the relevant system in Settings, then reopen the enquiry form.
Current RMS calculates days from the rental dates.
Turn on Use chargeable days and enter the required override. ProductionOps360 sends both the flag and the exact day count to Current RMS.