Create a job for an existing customer

Creating new jobs for existing customers is as easy as selecting them from a list and ensuring any details are correct

1. Click on Jobs

2. Click on Create job

3. Select the type of job. Either 'One-off job', or 'Recurring Job'…

4. Click on Create job

5. Search for the customer

6. Review the Customer details

7. Select a job type

8. Enter a job description

9. Add any relevant tags

10. Add any services

11. Add any services cont...

12. Define a schedule

13. Select workers

14. Determine when to invoice

15. ...Determine how those invoices should be created...

16. ...and what to include on the invoice

17. Add any materials needed for the job

18. Include any notes for the job

19. Click on 'Save job'

20. Review the created job details