Creating New Jobs

How to access Jobs

  • Tap the three horizontal bars at the upper left corner of the screen, then select Job from the menu.

Add a New Job

  • In the Job module, tap the + icon in the top-right corner to create a new job.

Select a Customer

  • Use the search bar to find the customer by name, or scroll through the list manually. Once you locate the customer, tap their name.
  • If you can’t find the customer, tap the + icon to add a new one.


Choose a Service Location

  • If the customer has multiple service locations, these will be listed. Tap the correct location to proceed.
  • Tap the arrow icon in the top right to move forward.

Create New Job

Enter Job Details

  • Job Description: Add a brief description of the job.
  • Job Number (optional): Enter a job number if desired.
  • Estimated Date and Time: Tap each field to set up the start and end times, as well as the start and end dates.
  • Job Template: Select a pre-made job template from the drop-down menu.
  • Tap the check button in the top-right corner to save. Your job will now appear on the Job Lists page.

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