Create a job

Turn a request into a scheduled job with line items, assigned techs, and a service address.

Jobs track the work you do for a customer from booking through payment.

  1. 1From a contact or the Jobs page, click New Job.
  2. 2Add line items (services and materials) — totals and tax calculate automatically.
  3. 3Assign technicians and pick a service address.
  4. 4Schedule it on the calendar, then Save.

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