How do I create a Job?

There are several ways to create a new job:

  • Click the left side menu ‘Jobs’ then ‘New Job’.
  • Click the left side menu ‘Jobs’ then ‘Job List’. Click the ‘New Job’ button at the top of the list.
  • Click on an open time slot in the calendar Day or Week views.

When the new job page opens – select a customer, enter job details, visit details, assign a Field Resource, and job items (products and services). The only required field is Job ID. You can schedule a visit and assign a Field Resource at any time.

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