• 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.

Did this answer your question?