Creating New Jobs

📂 Access the Jobs Page

1. Tap the menu icon (three lines) in the top-left corner.
2. Select Job from the menu.

➕ Add a New Job

1. On the Jobs page, tap the + icon in the top-right corner.

👤 Select a Customer

• Use the search bar or scroll to find the customer.
• Tap the customer’s name to select.
• Can’t find them? Tap the + icon to add a new customer.

📍 Choose a Service Location

• If the customer has more than one location, a list will appear.
• Tap the correct location.
• Then tap the arrow icon in the top-right to continue.

📝 Enter Job Details

• Job Description – Briefly explain the job.
• Job Number (optional) – Add if needed.
  • Note: After a job is created and the user performs a sync with OneTrack, a job number will be automatically assigned to the job.
• Estimated Date & Time – Set start and end date/time.
• Job Template – Choose one from the dropdown if available.

When you’re done, tap the checkmark icon in the top-right corner to save.

Your job will now show on the Job List.