1.
From the Customers page, click the drop down arrow next to "Add Customer" and click "Add Job" (Note: You can click on the "+" button in the top right hand corner to quick add a job)
2.
Choose the customer this job is for (Note: if you previously had a customer selected when you clicked "Add Job", that customer will automatically fill in)
3.
If the customer has more than one service address, select the location for this job
a.
Location notes will be pulled from your customers profile if you entered any when setting up your customer (best used to enter gate codes, parking instructions, etc.)
4.
Choose if your field crews are required to take a proof of service photo
5.
Add any Notes your crew needs to be aware of for this particular job
6.
Use the "Select Template" to choose a pre-saved Job template that you created from your settings
7.
Select the Type of Job you would like to add
Regular: Jobs with some type of frequency (do not repeat, daily, weekly, biweekly, etc.)
On-Demand: Jobs with no frequency, just a service window (allows jobs to be ready in advance and scheduled as many times as needed within that service window) (Read more about
OnDemand Jobs)
9.
Add how much you will charge for this job (Note: If you previously set default pricing for any service, that price will automatically fill here; you can adjust as needed)
a.
Toggle between a Flat Rate or Variable Rate. Click on the information icon (i) for a detailed breakdown
10.
Click Add Materials if the service you are performing requires the use of landscaping materials (
Note: See
Time and Materials Settings to add the materials)
11.
Click Add Another Service if you will be performing multiple services for this job
a.
The Job Subtotal will automatically add based on the service pricing entered
12.
Select how often you will be performing this job
13.
Select a date for this job to occur
14.
If a frequency other than "Do Not Repeat" is selected, select date that the recurring job will end
16.
Select the customer's preferred availability (AM or PM)
17.
Click Save on the top right to finish creating this Unscheduled job
Important Note: When creating Jobs from the Jobs screen, all jobs will be saved as "Unscheduled". Since your calendar/schedule is not viewable from the Jobs screen, all jobs will be scheduled from the Schedule screen.
If you are ready to start adding your Unscheduled jobs to the Schedule, continue to the
Scheduling user guide.
To learn more about Contracts, OnDemand Jobs or Routes, see the following user guides:
