Module 6: Project Coordinator - Adding a new Job Module to a Project

Step 1: Start a New Module

From the project, click the + symbol next to the existing module tab(s).

Details:

• Sits at the end of the row of module tabs (for example, next to "Makesafe BU01")
• Opens the New Job dialog

Step 2: Open the Workflow Dropdown

Click the Workflow Name* field.

Details:

• This is a required field, marked with an asterisk
• Other fields in the dialog include Description, Job Reference, Case Manager, Estimator, and Project Manager

Step 3: Select the Workflow

Choose the workflow that matches the work you're adding — in this example, Assessment & Repair.

Details:

• Other workflows available in this list include Makesafe, Private Works, Quote, and Specialist Report
• The workflow you choose determines what the new module is called and how it behaves

Step 4: Add a Description

Click Description* and enter a short description for the new job (for example, "Assessment").

Details:

• Also a required field
• Keeping this short and clear helps distinguish modules when a project has several

Step 5: Add a Job Reference

Click Job Reference and enter the reference number associated with this job.

Details:

• Not marked as required, but useful for tying the module back to a claim or client reference
• In this recording, the reference entered was "1234"

Step 6: Assign the Case Manager

Click Case Manager* and select who will be responsible for overseeing this job.

Details:

• Required field — shows a searchable list of names (for example, Alison Johnson, Caleb Crawford, Grayson Jones, James Gordon, John Sandler, Kane Gable, Kelly Rawley, Kerry Rogers)
• Defaults to showing the project's existing case manager, but can be changed for this specific module

Step 7: Assign the Estimator

Click Estimator and select who will evaluate the repair costs for this job.

Details:

• Uses the same searchable list of names as Case Manager and Project Manager
• Not marked as required, but normally set alongside Case Manager

Step 8: Assign the Project Manager

Click Project Manager and select who will oversee the repair work for this job.

Details:

• This field starts empty by default, unlike Case Manager and Estimator which carry over from the project
• Uses the same list of names

Step 9: Create the Module

Review all the fields, then click Create.

Details:

• Saves the new job module and adds it as a new tab alongside the project's existing module(s)
• The new module immediately has its own Details, Communications, Site Photos, Forms, and other sections, separate from the original module

Summary

Key New Job Module Steps:

Starting the Module:

• Click the + symbol next to the project's existing module tabs
• Select the Workflow Name (for example, Assessment & Repair)

Filling In the Details:

• Add a Description and, if relevant, a Job Reference
• Assign the Case Manager, Estimator, and Project Manager

Finishing Up:

• Click Create to save the module and add its tab to the project

Key Points to Remember:

• A project can hold more than one job module at once, each with its own workflow and team assignments
• Case Manager and Estimator often carry over from the project's existing details, but Project Manager starts blank and needs to be set
• Workflow Name and Description are required fields; Job Reference, Estimator, and Project Manager are optional but recommended

👇Recap

• You've learned how to start a new job module from an existing project using the + symbol.
• You've selected a workflow and filled in the description, job reference, and team assignments.
• You've created the module and seen it added as its own tab on the project.

FAQ

How do I add a new job module to an existing project? Click the + symbol next to the project's existing module tab(s), then fill in the New Job dialog.

What workflows are available when creating a new module? In this recording: Assessment & Repair, Makesafe, Private Works, Quote, and Specialist Report.

Do I have to assign an Estimator and Project Manager? Only Workflow Name and Description are marked as required. Job Reference, Estimator, and Project Manager can be left blank, though it's best practice to assign them.

Does the new module share information with the project's other modules? It sits within the same project and shares the top-level Project Details, but each module has its own Site Photos, Forms, Documents, and other sections.