- 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.