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