Creating & Editing Jobs

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Manually Creating a Job

1

Step 1

Locate the big + button on the bottom navigation bar.

2

Step 2

Select “Create Job”.

3

Step 3

Enter customer details, service type, and property information.

4

Step 4

Assign the job to a team member or crew.

5

Step 5

Set the scheduled date, start time, and estimated duration.

6

Step 6

Review pricing and apply any relevant surcharges or add-ons.

7

Step 7

Save the job and it will add it to the calendar and into the jobs page.

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Editing a Job

1

Step 1

Locate the job in the Calendar or Jobs module.

2

Step 2

Click on the preferred accordion to edit in.

3

Step 3

Update any necessary details, such as customer information, assigned team member, or scheduled time.

4

Step 4

Adjust pricing, add-ons, or special instructions if required.

5

Step 5

Save changes to update the job and notify relevant team members.

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Best Practices

• Double-check customer contact information before scheduling.
• Assign jobs according to team availability to prevent conflicts.
• Include notes for special conditions or customer preferences.
• Update jobs promptly if changes occur to keep schedules accurate.