A job in Pipeline LBM is the container for your takeoff, measurements, quantities, and Bill of Materials (BOM). You can create a new job in several ways, depending on where you start in PLBM and whether you are ready to upload plan files.

Note: A Job Number is required to create any job. Use unique Job Numbers to avoid confusion during syncing.

Method 1: Create a Job from the Takeoff Workspace (with PDF upload)

Use this method when you are ready to start a takeoff immediately and already have plan files.

1. From the PLBM dashboard, select Takeoff and choose Navigate to Takeoff.
2. Select Create New Job.
3. Enter the Job Number (required).
4. Review or update the Due Date.
5. (Optional) Complete additional job fields.
6. Next to PDF File(s), click Select File and choose your PDF (required).
7. Select Save.

Method 2: Create a Job from the Jobs page (no PDF upload)

Use this method when you want to create a job record first and upload plan files later.

1. Navigate to the Jobs page in the blue navigation bar. If the bar is collapsed, hover over the Jobs icon and select Jobs.
   
2. On the main Jobs page, click the+ icon in the top right corner.
   
3. The New Job dialog will open.
   
4. Enter the job number (required), and any applicable location, customer, due date, job address, estimator value, or any notes.
5. Once done, click Save. 
6. After saving, you will return to the main Jobs page. Confirm that the new job appears in the list.

Method 3: Create a Job from the Dashboard Quick Start menu

1. On the PLBM dashboard, locate Jobs in the Quick Start menu.
2. Select the plus (+) icon.
3. Enter the Job Number and optional fields.
4. Select Save.