Click the '+' icon in the upper right corner of your dashboard
Select 'New Job'
The following steps can be completed in any order:
1.) CUSTOMER
Choose existing customer - search using name, address, phone number, email address, etc.
OR add new customer by clicking the icon in the upper right corner
2.) SCHEDULE
Set your:
Job date
Start & finish time
Arrival window (if different from default)
Dispatch
'Notify customer':
this defaults to whatever the customer's notification settings are in their profile
Toggle ON (blue) means that the customer will receive the 'job scheduled' text and email once you finished creating the job and press 'Save'
Toggle OFF (grey) will not send any notification to the customer for this specific action
NOTE: This does not change the customer's notification settings for their profile, just this specific action
3.) LINE ITEMS
Services & Materials:
Click the green (+) icon to add
Click the red (-) icon to remove
Click the line item to edit: name, description, price, or make the item taxable
Discount:
Click the green (+) icon to add
Click the red (-) icon to remove
Fixed amount discount - multiple can be added
Percentage discount - only ONE can be applied
Tax:
Taxable - Once you've made your line items taxable, you can apply tax by toggling this ON (green)
Select the tax rate from the drop down (or add a new one)
Message:
To edit the message that appears on the bottom of the invoice, click the message area
Be sure to click 'Done' in the top right corner once you've finished!
4.) TAGS
Add existing OR create new job tags
5.) NOTES
These notes are for internal users only, meaning the customer will not be able to see
Simply type in any notes and click 'Save'
Once all the information is in, click [SAVE]!
Want to successfully complete more jobs?
Check out the keys to employee and customer satisfaction.
Having trouble finding what you need?
Use the blue bubble to reach out to our chat team for live customer support. If you’d prefer to talk it out over the phone, call our support number at 858-842-5746.