Create a job

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You need to be signed in to perform this action.

Requires permission

You need a Jobs ability level of Manage all to perform this action.

Create a job

1. Navigate to a customer's page.
   • You can visit the customers page and click the name of a customer.
   • You can also search for a customer.

2. Click Actions.
3. Click New job.

You should see New job at the top of the page.

4. Enter the job's details.
   • A job needs a Customer, Property, and Name.

5. Enter the job's schedule.
   • An active job will automatically create visits.
   • A job needs a Starts on to create visits.
   • A job can repeat Never, Regularly, or Seasonally.
   • A job can stop Never, On date, or After number of visits.
   • A job with a Status of Scheduled will automatically appear on the schedule.
   • A job needs a Team member to assign visits.

6. Add job items.
   • You can create, update, and destroy items.
   • You can select items from your default list, or you can create custom items.
   • Items need a Name, Quantity, and Price.

7. Add job taxes.
   • You can create, update, and destroy taxes.
   • You can select taxes from your default list, or you can create custom taxes.
   • Taxes need a Name and Rate.

8. Click Actions.
9. Click Create job.

You should see the job's name at the top of the page.

How it works