How to Add a New Job

To create a new Job, follow the steps below:

  1. Click Jobs from the left menu bar
  2. 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.

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