Create a Job Manually

Who this guide is for

Business Owners, Sole Traders, Admin, and Supervisors. Finance, Tradies, and Apprentices cannot create jobs.

Overview

Create a job directly from the Jobs page — useful for work taken in by phone or run without a formal quote.

Before you start

Have the client details, site location, and a description of the work. If you are linking an existing quote, the quote needs to exist in the Quotes list.

Steps

1. In the left sidebar, select Jobs.
2. Select Add Job.
3. Enter the Job title and Location.
4. (Optional) Enter the Job description.
5. (Optional) Select Add quote to link an existing quote.
6. In the Client details box, select Edit to attach an existing client or enter a new client (name, contact name, email, phone, address). New clients are added to the Client Library when you select Create Job at step 11.
7. (Optional) Select Add materials to attach materials from your Materials library.
8. (Optional) Add Job To-Do’s for whole-job tasks.
9. (Optional) Add Internal job notes — access codes, hazards, or any site-specific information for the crew.
10. (Optional) Schedule a shift now from the Schedule card — select Add, then choose Fast Schedule (when you know the date and time) or Choose on Board (to check team availability first). See Schedule a shift for full details.
11. Select Create Job.

What happens next

The job appears on the Jobs page and is ready to be scheduled (if you did not schedule during creation). From here, Schedule a shift, Assign Workers to a Shift, or Mark a job complete when the work is done.

Related guides

Schedule a shift, Add Job To-Do’s and Internal Notes, Add a Material to Your Library, Turn an Accepted Quote into a Job.