How to Create and Assign a Job

Creating a Job

To create a new job, open the app and tap the + button in the bottom navigation bar, then select New Job.

Fill in the required fields:

• Customer — search for an existing customer or tap + New Customer to add one on the spot.
• Job type — choose from your service catalog (e.g. HVAC tune-up, plumbing repair, electrical install).
• Scheduled date & time — pick the date and time window for the job.
• Job address — defaults to the customer's primary address; tap to change if the work site is different.
• Description — add any notes the technician will need on-site.

Tap Save to create the job. It will appear on the Jobs list and on the Calendar.

Assigning a Technician

After saving, open the job and tap Assign Technician. You'll see a list of your team members along with their current schedule so you can avoid double-booking.

Select one or more technicians and tap Confirm. Each assigned technician receives a push notification with the job details.

Changing an Assignment

To reassign a job, open it and tap the technician's name under the Assigned To section. Select a different team member and confirm. The original technician is notified that the job was reassigned.

Job Statuses

Jobs move through these statuses automatically or manually:

You can manually move a job to any status by tapping the status badge and selecting the new state.

Tips

• Add tags to jobs (e.g. "warranty", "priority", "new customer") to filter your job list quickly.
• Use the Notes field for internal notes — these are visible to assigned technicians but not shown on customer-facing documents.
• Attach files or photos before the job starts so technicians arrive prepared.