Create a new job

A job is where everything about a piece of work lives: the customer, the item being serviced, the schedule, and the notes your team needs. You can start one in under a minute.

1. Start a new job

   Tap the + button and choose Job from the menu that opens. This takes you to the Create Job screen.

2. Add the customer

   In the Customer card, tap Add Customer to search for and select an existing customer, or create a new one on the spot.

3. Add the item being serviced

   If your business tracks customer equipment, tap the add-item button in that card to attach it to the job. The button is labelled with whatever your business calls what it services (for example, Vehicle or Device). Leave this blank if it doesn't apply.

4. Set the location and schedule

   Choose In-Store, Off-Site, or Remote for where the work happens. For off-site jobs, add the Service Address. Tap Service Date to pick a day and time slot on the calendar, then set the Start Time and End Time.

5. Fill in the job details

   Enter what needs doing in Service Request, confirm the Status (new jobs default to Open), and set Assigned To if you already know who's handling it; otherwise leave it as Unassigned. (Assigning to a specific team member needs a Pro plan or trial. On Basic, this field is disabled and set automatically to you.)

6. Add notes and attachments

   Use the notes field for anything your team needs to know, and attach photos or videos of the job site or item with the media picker.

7. Save the job

   Tap ADD JOB at the bottom of the screen to create it. You'll get a confirmation with quick links to view or print the new job.

8. Tips

   If the customer is present and you use the customer signature step, they can agree to your Terms of Service and sign directly on the Create Job screen before you save.