Create a job

To create a job, tap the + button, then Job. Add the client, what you're doing and when, then tap Create job.

Add the client and address

1. Tap the + button → Job. The New job screen opens.
2. Tap Add a client. Search by name, phone or email and tap the client.
3. For someone new, tap New client, fill in their name, mobile phone, email and service address, then tap Add client.
4. Check the address under the client's name. Tap Use another address to pick or add a different one.

Say what you're doing

1. Type a Job title, for example "Exterior window cleaning".
2. Under Line items, tap Add. Pick from your Services or Add-ons, or tap Custom line item.
3. Change the name, description, Unit price ($) or Quantity if needed, then tap Save line item.
4. Tap + Discount or + Tax to add them. The Total updates as you go.

You need a job title or at least one line item to create the job.

Pick the day, time and crew

1. Under Team, tap the crew who will do the job. The day picker then shows that crew's free time.
2. Under Schedule, tap Pick a day.
3. You're already nearby lists days when you already have jobs close to this address. Change the distance with 5 km, 10 km or 25 km. Each day shows the crew's free time, or Full or Day off.
4. Tap a day, or pick any date under Any other day and tap Done.
5. For a job with more than one visit, tap Several visits first, then add each day.
6. Set the Start time and the Duration. The − and + buttons change it by 15 minutes.
7. Pick an Arrival window (None, 1h, 2h, 3h or 4h) if you want the client to see a time range. Tap Use this window by default to keep it for your next jobs.
8. With several visits, choose One price for the job or Bill each visit under Billing.

Not sure of the date yet? Tap Schedule later. The job is saved as Unscheduled and you can book it later.

Add notes and create the job

1. Add Notes for the team: gate code, pets, where to park. Only your team sees them.
2. Tap Create job. The job opens so you can check it.

If something is missing, a message tells you what to fix, for example "Add a client first" or "Pick a day, or tap Schedule later".

Tips

• If Booking confirmation is on in More → Visits & reminders, the client gets a confirmation when you book a job with a visit.
• No visits on a day? On the Schedule tab map, tap Create Job to start one from there.
• If the client already accepted a quote, turn the quote into a job instead of typing it again.

Related articles

• Turn an accepted quote into a job
• Use your schedule (map, day, week and crews)
• Run a visit: on my way, arrived, done
• Send visit reminders and booking confirmations