INTENDED SEARCHES: job, create job, edit job, job date, job status
A job is a scheduled or trackable piece of work for a customer.
Fields you may see:
- Job ID.
- Customer.
- Service.
- Project.
- Estimate.
- Billing record.
- Team.
- Start date and end date.
- Status.
- Recurrence type or frequency.
- Priority level and priority type.
- Budget hours.
- Admin notes.
- Customer notes.
- Address.
Steps to create or update a job:
1. Open the Jobs area or create from a customer/estimate.
2. Select customer, project, estimate, or service if required.
3. Enter start date and end date.
4. Select frequency if recurring.
5. Assign team if ready.
6. Add notes.
7. Save the job.
Why this matters:
Jobs are the operational bridge between sold work, dispatch, field completion, and billing.
Support note:
If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.
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