Click New job
from your ‘Jobs’ dashboard. The following screen will pop up.
You can select the type of job using one of our standard templates. To add your own templates choose the Add job sheet template option.
Select your customer then enter the job’s details. The fields you enter are determined by the job template you selected.
You can allocate the job to your employee/subcontractor. If you haven’t already added your employee or subcontractor see below for more information. Alternatively, leave the job as unassigned for now.
Once you’re happy with the job details, click the Add Job button.
The job will be created and will be shown on your jobs dashboard. As the job hasn’t been viewed or done yet, you’ll see red dots for each stage towards the right of the screen.
To view or edit the job, click the three dots icon ( ) next to the Job ID.
As the job is viewed, updated and completed, you’ll see the red dots change to green ticks ( )