Create a Job

Step 1: Find the Create Button

The first step when creating a Job is locating the button at the top left corner of your browser. The button to create a Job is always available, allowing for immediate Job creation as you gain customers.

Step 2: Complete Job Requirements

Once you click on the button at the top left corner of the screen, the job requirements are needed to create a Job. Requirements are broken down into three sections.

Service Location:
- Service location will include contact information related to where the services are taking place. Information is only entered once, and will then be available should you have services to provide in the future.
  - Note: saved information can be edited within customer page, and linked to the customer
Customer:
- The Customer will be the company and/or contact that is receiving the invoice. While Customer and Service Location are typically the same, some industries will have scenarios that include 1 customer to several Service Locations.
  - Note: Similar to Service locations, the data entered is stored for future use, and changes can be made from the customer page.
Project Details:
- The only requirement in this area is selecting the appropriate Job Type
  - Job Type: A category for the Job, which is visible for the assigned technician, calendar, invoices, and estimates
- While not required at this stage, the Job can be assigned and scheduled as it's being created. In addition, priority level and branch settings can be updated as part of a desired workflow.

Step 3: Create Job Scope

Once a Job is created, you have also created a Project automatically. By design, this allows the Project to be your workspace, and where you store information related to a single Job, or several, depending on the extent of the Job.

Line Items
- Line items can be created from scratch each time they are added, but you also have the option to create templates.
Description
- The description can be used how it best fits your workflow. It can be visible for your customer, via invoices, or used internally and hidden from the invoices.
Finances
- Cost
  - Expenses, and services at cost. While not required to be used, its suggested to log how much products and services cost, to then use Margin and retail to track success of the business.
- Margin
  - Ultimately, the difference between Cost and Retail. A default margin can be set per line item via settings>Billing
- Retail
  - Amounts being charged to customer are strictly customer facing. This number will be reflected on invoices and estimates, while Cost and Margin are internal and never customer facing.

Learn more about the Price Book to benefit from the features we have available to improve your business operations. The relationship between Job type and Line items allows for customization regardless of your company size.

Step 4: Schedule the Job

The action of scheduling the Job can occur within the project(as shown in the video below), but can also be assigned as the Job is created, or on the dispatch page. In fact, a Job can be assigned and scheduled directly from the Mobile App. Each option will update throughout the platform, and the status is how you follow the progress of each Job.

Each Job can be assigned to a technician, group, or sub-contractor.
- Note: Permissions will determine whether a technician or sub-contractor can re-schedule or update the Job status.

Great Work!

At this stage in the workflow, a Job has been created, updated Job scope, and scheduled. From here, the technician or contractor is receiving a notification from the mobile app and is ready to get to work. As updates as being made on the mobile app, management or dispatcher can track the progress of the Job in real-time. Communication between users is streamlined, and organized to improve efficiency on the field.

Learn some more about how Jobs are managed on the Mobile app