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Creating Jobs

Learn how to create and manage service jobs

Creating a New Job

There are several ways to create a new job:

Click the + New Job button in the header
From the Dashboard, click Create Job
From a customer profile, click Add Job
From the dispatch board, click on a time slot

Customer Details

1

Select Customer

Choose existing or create new

2

Service Address

Customers can have multiple properties

3

Contact Info

Verify phone and email

Service Information

Service Type

What type of work is being done

Description

Detailed description of the issue

Priority

Normal, High, or Emergency

Est. Duration

How long the job should take

Job Types

Service Call

Standard appointment

Repair

Fix an existing issue

Installation

Install new equipment

Maintenance

Routine maintenance

Inspection

Safety/quality check

Estimate

On-site quote

Scheduling

Date

When the job should be performed

Time Window

Arrival range (e.g., 9am-12pm)

Technician

Who will perform the work

Adding Equipment

Link equipment to the job for better tracking:

1

Click Add Equipment in the job form

2

Select existing equipment or add new

3

Record model numbers, serial numbers, and warranty info

Attachments

Add relevant files to the job:

Photosof the issue
Equipment manualsfor reference
Previous recordsservice history
Customer docsprovided files

Best Practice

Always add detailed notes about the customer's issue. This helps technicians arrive prepared and reduces the need for follow-up questions.