Create a job for a new customer

Create a job for an unknown Customer, ensuring the customer details are recorded in the system for future use.

1. Click on Jobs

2. Click on Create job

3. Select the kind of job, 'One-off job' or Recurring job'…

4. Click on Create job

5. Click on 'Customer' input...

6. Click on Add customer

7. Enter the Customer details

8. Click on Save

9. Confirm the Address

10. Enter job details

11. Allocate a schedule...

12. Assign field worker(s)…

13. Specify Invoice period

14. Specify when invoices are to be generated

15. Add any materials...

16. Add any job notes for the workers

17. Click on Save job