How to Create a Job
Create jobs with all the details your team needs — client, schedule, team assignments, and financials.
Creating a job
Create a fully configured job from scratch with all the details your team needs to complete the work. You can set the client, assign team members, schedule the visit, add notes, and record the job value before you save.
Prerequisites
You need permission to create jobs before you can use the Create Job form. Owners and Managers can create jobs. Add at least one client and one team member first so you can complete the form.
Creating a job
Enter a job title and description
Add a Job Title first. The title is required and helps your team quickly identify the work. A clear example is Kitchen Floor Cleaning.
Add a Job Description if you want to include scope details or extra context. The description is optional, but it helps your team understand what the job includes.
Select a client
Choose the client from the client dropdown. This field is required.
Use search if the client list is long. If the client is not listed, click + New Client to add one without leaving the form.
Assign team members
Select one or more team members for the job. The list shows each person's name and role.
Hold Ctrl on Windows or Cmd on Mac to select multiple people.
Set the date and time
Pick the job date. The date is required.
Set a start time if the visit needs a specific appointment time. Time is optional and uses 15-minute intervals from 12:00 AM to 11:45 PM. If the visit time is flexible, leave the time unset.
Choose a duration
Select how long the job should take. New jobs default to 1 Hour.
Use the duration that best matches the expected visit length.
| Option | Label |
|---|---|
| 30 | 30 Minutes |
| 60 | 1 Hour (default) |
| 90 | 1.5 Hours |
| 120 | 2 Hours |
| 150 | 2.5 Hours |
| 180 | 3 Hours |
| 240 | 4 Hours (Half Day) |
| 480 | 8 Hours (Full Day) |
Set up recurring settings (optional)
Check Make this a recurring job if the work repeats on a schedule. This reveals frequency options for Daily, Weekly, Bi-Weekly, or Monthly.
If you choose Weekly or Bi-Weekly, select the days of the week when the job should occur. The date you set on the form becomes the first occurrence.
Need the full setup flow for repeating work? See Recurring jobs.
Set a status
New jobs default to Scheduled. Choose a different status if the job is already further along.
- Scheduled — The job is planned and on the calendar.
- Ready — The job is prepared and ready to be worked.
- In Progress — Work has started.
- Completed — Work is finished.
Archived is not available when you create a new job.
Add notes
Use Notes for details your team needs on site. Good examples include gate codes, parking instructions, alarm details, or special access information.
Notes are optional. Your team can see them on the job details page.
Fill out the Job Value card
Use the Job Value card below the main form to record the financial side of the job.
Add one or more line items with a description and amount. Set each line item to Pending or Paid. The total updates automatically as you add amounts.
Only Owners and Managers can see the Job Value card.
Click Save
Click Save to create the job.
After the form submits, you will see a success message and be taken to the job details page.
What's next
After you create the job, you can review status meanings in Job statuses, update details later in Edit a job, or review the full record in Job details.