How to create a job

Step-by-step instructions showing how to create, dispatch, & schedule a single visit or recurring job in the web portal.

Ian avatar
Written by Ian
Updated over a week ago

Step-by-step instructions:

  • Click the blue [+NEW] button in the navigation bar & select 'Job'


> Click the box labeled 'Customer'

  • For existing customers: type the customer name, email, phone number, or address in the search bar and select the correct profile and address from the drop down menu

  • For new customers: click the blue '+New Customer'

> Click 'Save' once you've selected the customer

  • To change the customer: click the 'Edit' (pencil icon) at the top of the section

  • To change the service address of the job: click the 'Edit' icon to the right of the current service address


There are 2 ways to select date, time, and dispatched employees.

Option 1: Click the 'Edit' icon (pencil)

NOTE: This is the only way you are able to:

  • Check or uncheck the 'Notify customer' box

  • Create a recurrence

  • Select an arrival window

To edit the time and date, drag and drop the blue job box to the desired time OR click directly on the blue job box (just once) 

Click 'USE THIS TIME' once set to the correct time & date

NOTIFY CUSTOMER: This box will default to the customer profile notification settings

  • If you do not want your customer to receive the email and text notification confirming the scheduled job, you can un-check this box before clicking SAVE

DISPATCH: Click the Dispatch icon to select who will be assigned to the job

  • More than one employee may be selected

  • If no employee is dispatched in this section, the job will default to the person creating the job

ARRIVAL WINDOW: click the window icon and select the desired time frame

  • This window acts as a buffer and lets customers know roughly what time you (and/or your techs) will be arriving for the job

  • If you'd like to set it that window as your default moving forward, check 'Set arrival window as default' in the bottom left of the pop-up

RECURRENCE (if applicable): Select if this job is going to be a daily, weekly, monthly, or yearly recurrence

After you've selected the time and date, you'll need to dispatch and set your arrival window.

Option 2: Select date, time, and dispatch from the drop down boxes

  • Notification preferences will default to the customer profile's settings (if customer's notifications are turned on, the notification will be sent when job is saved)

  • Arrival window will save to the default

  • You MUST select a dispatched employee before being able to save the job


> Type the service line item directly into the space provided to search your set price list and select from the drop down

  • You can continue typing to create a custom line item for specific invoice

  • Click to edit the service line item, description, or price within the invoice (this will not change the item in your main price list)

> On the bottom left, you can add:

> Click the blue [SAVE JOB] button in the upper right corner once you've finished inputting all info

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