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Jobs

How to create a job

Create a direct job when it does not come from an accepted quote, then set customer, services, dates, and team.

Updated

For: Owner, Admin

Before you start

  • Confirm you are on the right job before editing or creating documents.
  • Do not save, edit, invoice, or add visits when you are only reviewing.
  • Use real US-market service names such as roofing, gutters, HVAC, or exterior painting.

1. Open new job

  1. Go to Jobs.
  2. Click Create job.
  3. Confirm that you need a direct job.
1. Open new job

2. Complete main details

  1. Add job title and customer.
  2. Add service or material, quantity, and unit price.
  3. Use real US-market service names such as roofing, gutters, HVAC, or exterior painting.

3. Schedule and assign

  1. Set start date and due date.
  2. Use Schedule later if you do not have the date yet.
  3. Assign members only when you know who will do the work.

Statuses and options you may see

Schedule later

Meaning: Allows keeping the job without a date yet.

Next step: Use it when the schedule is not final.

Any time

Meaning: Marks a visit without exact time.

Next step: Use it for flexible work.

Assigned to

Meaning: Defines who will do the work.

Next step: Select members before saving if you already know the team.

Save

Meaning: Creates the job.

Next step: Do not click it until details, pricing, and dates are reviewed.