• 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.

Did this answer your question?