Create a job
Add work for a customer, schedule it now or later, and assign technicians.
A job is one visit or piece of work.
- Select New, then New job, or open Jobs and select Create job.
- Choose an existing customer or add a new one.
- Choose the correct service address.
- Name the work and continue.
- Choose a day and time window, or leave it unscheduled.
- Select the technicians who will do the work.
- Create the job.
The job appears in Jobs and on the schedule. Assigned technicians see it under My jobs.