How do I Create a New Job?

Click any of the ‘Create a 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 and Job ID. 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 Resources availability or an open date and time. The default Job Status is ‘Work Order’. The Job Status is used to track the status of each Job.

You can also click on an open time slot in the calendar. The New Job page will open and auto-populate the date and time fields in the appointment section. You may change the date and time if needed.

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