Create a job

New job on the Jobs page opens New job as its own page, laid out in the order a phone call goes: who it is for, what it is, where, and when and who. Clicking free time on the Schedule opens the same page with the time and the person already filled in (Find a time and the right person for a job). The only thing a job must have is a name, and choosing a Job type and a customer suggests one.

Who can take it. Once a job type or a customer is chosen, Who can take it on the right lists the people who fit best, with their first free times and why they fit. Click a time to put it and the person on the job.

Draft or booked. Save as draft saves it with only a name. A draft with a time holds that time on the Schedule, drawn with a dashed outline, but it is not in the technician's calendar and nobody is told. Book and send saves it and sends it on: it goes in the technician's calendar. Before it can be booked lists what your workspace requires before a job may be booked (Decide what a job needs before each status), and the button stays off until those are filled in.

Nothing typed is lost. Leave the page with something typed and it asks first: You have not finished this job, with a choice to save it as a draft. The page also keeps a copy in this browser as you type, so if the browser crashes or the tab is closed, coming back to New job offers to restore it.

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 starts as the customer's address. Leave it empty and the job uses the customer's, which the form shows in grey: Leave these empty and the job uses the customer's address. Type another address when the work happens somewhere else, a holiday home or a second site, and that address stays with the job even if you move it to another customer. Once the job exists, change the address in the left-hand column of the job: click the street, postcode, city or country, type, and it saves when you leave the field. Suggestions appear while you type the street, and picking one fills in the postcode and city too. The site shows as a pin on the map on the Overview tab, with Open in Google Maps for directions. Addresses outside Norway work too: the first time you open the tab after saving one, it shows Finding this address on the map… for a moment and then the pin. If the address cannot be found anywhere, the map says This address could not be placed on the map., and correcting the address tries again. To go back to the customer's address, use Use the customer's address under the address in the left-hand column.

Notes for the crew is worth filling in properly: Gate codes, parking, where the meter is. Whatever saves the crew a phone call. On a saved job, the description and the notes for the crew sit near the top of the left-hand column. Click either one to open it, then choose Save, so a note the crew relies on never changes because somebody clicked into it by accident. The Overview tab shows both under The brief.

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. Picking a start time moves the end with it, so the end is never before the start: a slot that already had a length keeps it, and a new one gets the job type's length, or an hour. Set How long it should take, in minutes if the length is known but the day is not. On a saved job this is Should take under the time in the left-hand column, a list of lengths from 15 minutes to 8 hours. You do not need to set it twice: once a job has both a start and an end, the expected time follows the length of the booked slot, and moves with it when the slot changes. Choose a different expected time yourself and that one stays, however the slot is moved afterwards.

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. When the type you need is not in the list, choose New job type at the bottom of it on the job, type the name and choose Add: the type is created for the whole workspace and put on this job straight away.

The job opens as soon as it is saved. If saving fails, you stay on the page with your details still there.

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.