Creating a job

A job is one visit: who, what, when, for how much. Building one takes about a minute once your price book is filled in, and everything downstream, the schedule, the invoice, the review request, comes from it.

The builder opens at /jobs/new from the + Create menu.

1. Pick the customer

The first Search by name box. Type a few letters and pick from the results.

New Customer next to it creates one without leaving the page, which is what you want when someone books on the phone and isn't in the system yet.

Once selected, their details load onto the job.

2 to 4. What you're doing

2. Item name pulls from your price book as you type. Pick the saved item and the description and price come with it. You can also type something that isn't in the price book for a one-off.

3. Description prints on the customer's paperwork. AI Write next to it drafts one from the item name.

4. Price arrives pre-filled from the price book and stays editable. Changing it here changes this job only, never the price book.

There's also a quantity box and a category dropdown on the same row.

5. Tax rate

A button showing your rate, for example 6.25%. These come from the tax rates you set in Settings > Organization. No rates configured means nothing to pick here, so set them up first.

6. Add discount

Takes a percentage or a fixed amount off. Applying it here keeps it visible on the customer's document rather than quietly reducing a line price, which is the honest way to discount and stops arguments later about what the "real" price was.

7 to 9. When

7. Date defaults to today.

8. Start time defaults to your opening time from Business Hours.

9. Duration shows as an end time with the length next to it, for example "Ends 8:00 AM · 2 hr". Two hours is the default.

Duration is worth getting right rather than leaving at the default. It's what stops the Schedule double-booking a technician and what route optimization uses to work out whether a day is realistic.

10. Checklist

Reads No tasks selected until you pick a template. Attaching one gives the technician a tick list on their phone. Templates are built in Settings > Price Book.

11. Notes

Add a note for anything specific to this visit, and Record voice memo to dictate instead.

Customer-level notes like gate codes already come across from the customer record. Use this for things that are true of this visit only.

12. Create Job

The job is created and lands on the Schedule and on the customer's Jobs tab with a status of Scheduled.

Tips and gotchas

• Set the duration properly. The default two hours is a guess, and everything downstream trusts it.
• Price changes here don't touch the price book. Edit freely.
• No tax rates means no tax. Configure them in Settings > Organization first.
• Discounts belong on the discount control, not hidden in a reduced line price.

Next up: The Schedule