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

Check out job templates if you're interested in automating more of the information that is added to jobs when creating them, otherwise, follow the next set of steps to build out your job.

Step-by-step instructions:

  • Click the black [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


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

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 'DONE' once you've set the correct time & date - then 'SAVE' in the upper-right.

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

EDIT TEAM: Click the Edit Team 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


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

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