Help Guide

Adding a New Job

  1. Open the customer profile that you want to set up a job for.
  2. On the customer screen, scroll to the bottom.
  3. Click the plus icon (+) next to the Jobs heading to bring up the New Job form.

Job Details

  • Date: Enter the job start date.
  • Address: Add the job address or leave blank if using the address from the customer profile.
  • Job Interval: You can set up whether the job will be ad-hoc or a reoccurring job. The default interval is in account settings. This can be edited while setting up the job if needed.

Adding Services

  1. Services can be added using the plus icon (+).
  2. To select an existing service, choose from the list.
  3. Or, use the plus icon (+) to add a new service.
  4. You can set a price for each service that you add to the job. This will calculate the total price automatically; however, you can override the price if necessary.
  5. You can add how long you estimate the job will take to complete

Additional Job Information

  • Job Notes: These can be added and will be shown on the appointments list but not within an invoice.
  • Assignee: You can choose to set an assignee for the job. If the job is recurring, that assignee will be set for all subsequent appointments. This can be changed later if necessary.

Click the Add Job button to create the job.