How to Add a New Job
To create a new Job, follow the steps below:
Click Jobs from the left menu bar
Click Add Job on the top left of the Jobs list
3. Click into the Customer field labeled "Enter a new or existing name"
4. There are three ways to enter the customer:
Begin typing to search, then click a Customer from the List
Click the drop-down arrow on the right side, then add a new customer by clicking "Add Customer" in the drop down menu
Click the drop-down arrow on the right side, then select a Customer
5. Click into the Service Location field. If a service location already exists for this customer, it will automatically populate in this field.
4. There are three ways to enter the Service Location:
Begin typing to search, then click a Service Location from the List
Click the drop-down arrow on the right side, then add a new customer by clicking "Add Service Location" in the drop down menu
Click the drop-down arrow on the right side, then select a Service Location
5. Determine if this should be a One-time Job or a Recurring Job
6. Click Next
Tip: To build jobs super-fast, use Templated Item Groups.