Creating and Scheduling Jobs
Jobs represent scheduled work for your clients. Create jobs to schedule site visits, service calls, installations, or any field work.
Jobs vs Projects
Jobs are scheduled pieces of work (like a service call or installation). Projects are longer-term engagements. You can link jobs to projects for larger work.
Creating a New Job
- 1 Navigate to Platform → Jobs
- 2 Click Create Job
- 3 Select the client
- 4 Enter a job title and description
- 5 Set the scheduled date and time
- 6 Choose a job type (optional)
- 7 Add site address (if different from client)
- 8 Assign engineers (optional - can add later)
- 9 Click Save
Job Fields
| Field | Description |
|---|---|
| Client | Who the job is for (required) |
| Title | Brief description of the work |
| Scheduled Date | When the job should be done |
| Duration | Estimated time to complete |
| Job Type | Category like Service, Installation, Repair |
| Site Address | Location of the work (if not client address) |
Quick Actions
Duplicate Job
Create a copy for repeat visits or similar work
Convert to Invoice
Generate an invoice from a completed job