Create a job

New job on the Jobs page opens New job. The only thing you must answer is What needs doing? — everything else can be filled in later, including who it is for.

A job is one visit: a slot in the calendar, a crew, and a record of what was actually done on site.

Who it is for. Customer and Site contact. The contact list narrows to the people at that company once a customer is chosen, which is why the field says Pick a customer first until then. Both are optional: a walk-in emergency can be booked first and attached to a customer afterwards.

Where. Site address is deliberately its own address and not the customer's billing address. For a service business those are different more often than they are the same, and a crew sent to the head office instead of the site is the mistake this field exists to prevent.

Notes for the crew is worth filling in properly: Gate codes, parking, where the meter is. Whatever saves the crew a phone call.

When. When takes a day plus Start and Ends. A job with no time is still a job — it sits in the list as Not scheduled until somebody books it. Set How long it should take, in minutes if the length is known but the day is not.

What kind of work. Job type is your own list, not ours. Annual service, emergency callout, first-fix, warranty visit — whatever your business actually distinguishes between. A job type can carry a default length so the calendar slot fills itself in.

If the job does not save, the message says why: The job was not created. Please check the details and try again.

Other ways in. Most jobs are not typed in by hand. They come from a deal you have won (Turn a deal into a job), from a project that needs several visits, or from an automation. Creating one here is the fallback, not the main road.