Creating and scheduling a job

Creating it

1. 1Open Jobs and choose Add job.
2. 2Pick an existing customer, or add a new one from the top of the dropdown.
3. 3Choose the property if the customer has more than one address.
4. 4Pick a service from your price list — the description and price fill in.
5. 5Set the date, and a scheduled time if you want the customer told when you are coming.
6. 6Assign a tech.

What the customer gets

If you set a scheduled time, the customer gets a confirmation email with it. This is the cheapest way to stop 'nobody told me when you were coming' phone calls.

What the tech gets

The person assigned gets an email. The job also appears on their calendar and on the dispatch board.

Changing it later

Drag the job on the calendar to move it. The tech sees the new date next time they open the app.