Create and schedule a job

Create the job

Create a job from a qualified lead or from Jobs → New job. Choose the customer, service location, service, urgency, and internal instructions.

Add an appointment

1. Choose the service date.
2. Set the arrival window, such as 2:00–5:00 PM, instead of promising an exact minute.
3. Set the estimated duration.
4. Assign the right technician or team.
5. Save and send the customer confirmation if enabled.

Keep the record current

Technicians can mark On my way, Start, and Complete. Notes, photos, checklists, expenses, and time entries remain attached to the same job, including return visits.