Creating your first job

Create a new job

1. Click the + New Job button from the dashboard or the Jobs page.
2. Select a customer — Search by name, phone, or address. If this is a new customer, click Add New to create their record on the spot.
3. Service address — Defaults to the customer’s address on file. Change it if the job is at a different location.
4. Job type — Select from your service catalog or type a custom description.
5. Priority — Normal, High, or Emergency. High and Emergency jobs are flagged in the schedule view.

Add job details

• Description — Add notes about the work needed. Technicians see this on their mobile app.
• Line items — Add services and materials with quantities and rates. These can be pulled from your service catalog.
• Attachments — Upload photos, diagrams, or documents related to the job.
• Internal notes — Notes visible only to office staff, not the customer or technician.

Assign and schedule

• Assign a technician — Select one or more team members from the dropdown.
• Set a date and time — Choose when the job should be done. You can set a specific time or a time window (e.g., “Morning” or “Afternoon”).
• Estimated duration — Helps with scheduling and prevents overbooking.

Click Create Job to save. The assigned technician will receive a notification immediately.

Track the job

Jobs move through these statuses:

1. Scheduled — Created and assigned, waiting for the service date.
2. En Route — Technician has started traveling to the job site.
3. In Progress — Work has begun.
4. Completed — Job is done, ready for invoicing.
5. Invoiced — An invoice has been sent to the customer.

You can view all jobs by status on the Jobs page, or see them on the calendar in the Schedule view.