How to: Create a New Job for a New Customer

There are two ways you can go about creating a new job. 

Option A: Quick Add Customer and Job 

1. From the Jobs page, select "Add Job"

2. The Quick Add Customer and Job form will then expand.

Fill in First Name*, Last Name*, Phone Number, Email Address, Street* and Postal Code*.  The City & State will automatically populate.

Then, select Job Type, Job Category, and Technician from the drop down menus. Select the Start Date* from the date picker. The End Date will automatically populate, but can be changed if the job spans multiple days. Select the Start Time* and End Time* from the picker, or type it in manually.

The default Job Status is "On Deck", but additional statuses can be selected from the drop down menu. Type in your Job Description and add any comments.  

* Required Fields

3. Click Submit. Your page will be redirected to the Edit Customer page

Option B: Add New Customer + Job

1.  From the navigation menu, select Customers

2.  From the Customers page, select Add New Customer

3. Fill in First Name*, Last Name*, Phone Number, Email Address, Street* and Postal Code*.  The City & State will automatically populate.

 

4. Click the '+' to expand the Job Info fields. Then, select Job Type, Job Category, and Technician from the drop down menus. Select the Start Date* from the date picker. The End Date will automatically populate, but can be changed if the job spans multiple days. Select the Start Time* and End Time* from the picker, or type it in manually. 

* Required Fields