How do I Create a New Job?

Click any of the New Job left side menus located in the Home, Customers, Jobs, and Scheduling tabs. This menu will open the New Job page which allows you to select a Customer, enter Job Details, Appointment Details, and Job Items. The only required field is Job Name. You may enter a date and time for an appointment by clicking the small calendar image or use the Scheduling Wizard button to view Field Resource’s availability or an open date and time. The default Job Status is “Work Order” and Appointment Type is “Service”. Both may be changed. The Job Status is used to track the status of each Job. An Appointment Type of “Service” will generate a Work Order PDF which includes the Job Items. An Appointment Type of “Sales” will generate a Sales Appointment PDF which does not include Job Items.

Clicking on an open time slot in the Calendar will open the New Job page and populate the date and time fields. You may change the date and time if required. The default Job Status is “Work Order” and Appointment Type is “Service”. Both may be changed. The Job Status is used to track the status of each Job. An Appointment Type of “Service” will generate a Work Order PDF which includes the Job Items. An Appointment Type of “Sales” will generate a Sales Appointment PDF which does not include Job Items.

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