Create a job manually

Overview

Not every job comes from a quote. Sometimes work is taken in by phone, agreed without a formal quote, or covers smaller tasks. Create a job manually for those cases.

Who This Workflow Is For

The Sole Trader role.

Before You Start

Have the client details, site location, and a description of the work.

Step-by-Step Process

1. In the left sidebar, select Jobs.
2. Select Add Job.
3. Enter the Job title.
4. Enter the Location.
5. (Optional) Enter the Job description.
6. (Optional) Link an existing quote — select Add quote, search, select.
7. Add or select the client via Client details. Create a new client inline if needed.
8. (Optional) Add materials via Add materials.
9. (Optional) Add Job To-Do’s — whole-job tasks.
10. (Optional) Add Internal job notes — lockbox codes, access notes, customer preferences.
11. (Optional) Schedule a shift now via the Schedule card.
12. Select Create Job.

What Happens Next

The job appears on the Jobs page. From here:

• Schedule your own shift (optional).
• Do the work and record it.
• Mark a job complete when done.
• Create and send the invoice.

Common Issues

• Cannot find Add Job. Confirm you are on the Jobs page.
• Wrong client attached. Open the job, edit the client details, and replace.
• Materials missing from the library. Add them first via Create and manage materials.

Related Guides

• Create a job once the quote is accepted
• Schedule your own shift (optional)
• Do the work and record it
• Create and manage materials