Create your first job

A job is the unit of work — the visit, the line items, and eventually the invoice all attach to it. Once you've added a customer, this is the next step: put a real job on the books.

Create a job

Choose New job and fill in:

1. Customer and service site — pick an existing customer, or add one from this form. See Manage customer records if you haven't added one yet.
2. Job type and summary — what the visit is for.
3. Schedule — a date and technician, or leave it unscheduled and assign it later from the dispatch board (see Schedule and assign a job).

Once the visit happens and line items are added, the job can be billed — see Bill a completed job.

Reference

• Who can create a job — Owners, Office users, and Dispatchers. Technicians accept and start jobs assigned to them instead. See Roles & permissions.