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Creating Your First Job

Jobs help you organise work, assign employees, and track progress from start to finish.

How to Create a Job

  1. Navigate to Schedule

  2. Click Add Job

  3. Select an existing customer or create a new one

  4. Enter the job details

  5. Choose a date and time

  6. Assign employees if required

  7. Click Save

Your job will now appear in your Schedule and Jobs list.

Additional Options

You can also:

  • Add notes and instructions

  • Attach documents and photos

  • Create recurring jobs

  • Assign multiple employees

  • Update job statuses

Once created, you can generate quotes, invoices, and manage all job-related activity from within the job record.

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