Create a job

Jobs can start life three ways: a customer books through your website, you convert an enquiry, or you add one yourself — someone rang, you got chatting at the merchant, whatever.

Adding one yourself

1. Open Jobs (or the Calendar) and tap Add job.
2. Pick the customer — start typing and your customer list fills it in, or add a new name on the spot.
3. Choose the service, add a title that’ll make sense to you later (“Boiler service — rear access”), and any notes.
4. Give it a date and time, or leave it blank — undated jobs sit in your Waiting for a date list so they can’t fall through the cracks.
5. Save. Scheduled jobs appear straight on your calendar; your team sees them too.

Tip: the title is what you’ll read at 7am on a Tuesday. “Fix leak” is useless; “Kitchen tap drip — cartridge, bring 35mm” is a gift to your future self.