Creating a New Job

To create a new job, navigate to the Jobs page from the CRM section and click "New Job".

Required Information

Every job requires:

  • Title - A short description of the work
  • Customer - The customer the job is for
  • Start Date - The date the job is scheduled to begin

Optional Fields

You can link the job to a property, quote or lead. You can also add an end date, start and end times, description, value and assigned team members.

Assigning Team Members

Assigned members receive notifications when the job status changes. Use the team member selector when creating or editing the job.

Converting a Quote to a Job

When a quote has been accepted, you can convert it into a job directly from the quote detail page.

Job Reference

Each job is automatically assigned a unique reference number.