How to Create a New Job?

You can create a new job by following the steps below.

Jobs can also be created for other areas such as the Calendar. 

1.  Navigate to Jobs.  

The Jobs page is displayed.

2.  Click Create new job.  

The Create new job page is displayed.

3.  Select the customer for whom the job is for from the Customer dropdown list. You can add a new customer from here if the customer is not listed in the dropdown list. For more information, refer to How to Create a New Customer?

4.  Select the job site from the Site dropdown list. The Site field defaults to the Primary address of the customer. You can create a new site from this dropdown list.  For more information, refer to How to Add a Site to a Customer? 

5.  Enter a name for the job in the Job Name field.
This is displayed on the job sheet shared with the customer.

6.  Select the type of job from the Job Type dropdown list.  You can manage the Job Type list in the Settings > List management section.  For more information, refer to How to Create/Edit List Management?

7.  Enter the full details of the job that needs to be done in the Work to be done textbox.

8. To add engineer(s) to the job, refer to How to Add Engineer(s) to Jobs?

9.  Click Create.

The job is created.