Schedule a Job on Mobile

Quickly create a job on your iPhone or Android Device

Jil O. avatar
Written by Jil O.
Updated over a week ago

Click the '+' icon in the upper right corner of your dashboard

'New Job'

The following steps can be completed in any order:


  • Choose an existing customer: search using name, address, phone number, email address, etc. 

  • OR add a new customer by clicking the icon in the upper right corner


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


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


  • 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


  • Click the green (+) icon to add

  • Enter a fixed amount deposit or Percentage deposit

  • Set the due date for the deposit

  • To delete a deposit, enter a zero (0) in the dollar amount or percentage field and save.

  • If a job has a deposit applied, it will NOT automatically update if any line items or materials are added afterwards. You must delete the deposit, then re-enter.

  • Deposits can be collected via partial payment in the mobile app


  • 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) 


  • 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 


  • 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.

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