Creating New Jobs

Add a New Job from the Mobile App

In the Job Module, you can create a Job by tapping the + (plus) icon at the top right of the screen.

It will take you to this page where you can search for the customer name using the search field or you can manually scroll down. Once you have found the name of the customer, tap on the square tile.

Plus Icon – Let you add a new customer if you can’t find the customer on the list or if it’s a new customer.

After selecting a customer, If the customer has multiple service locations all service locations will be seen under the location column select the correct service location to proceed.

Click the Arrow Icon on the top right to proceed.

Create New Job

After selecting a customer, you will need to add a job description. You can also add a Job Number it is optional.

Set up the Start time, End Time, and Start Date, End Date by tapping on each of them.

SAVE the job by tapping the check button at the top right of the screen.

After you Save the job, the job will be listed on the Job Lists page.


There are no comments yet

Leave a comment

Your email address will not be published. Required fields are marked *