Create a job

Where to start#

• Jobs, then New Job. The More actions menu also has New from template.
• A customer's page: Create Job on the Overview tab.
• The Dispatch Board: New Job.
• Anywhere: press Ctrl K (or Cmd K) and choose New Job, or type n then j.

Fill in the job#

1. Choose the Customer. You can also create one from the search box.
2. Type a Description of the work. Choose a Job Type if your company uses them.
3. Set the Priority: Low, Normal, High or Emergency. Status starts at Scheduled.
4. Under Scheduling, set Start. End fills in an hour later and shows the duration.
5. Optional: pick a Technician under Assignment.
6. Click Create Job. You will see "Job created successfully".

The job goes to the customer's primary location. To work at a different address, make that location primary first, or add it before you book. See Add and manage service locations.

What if this fails?

"Add a service address to schedule this job."

Add an address to the customer, then try again.

"Technician assignment failed. You can assign from the job details."

The job was created; only the assignment failed. Open the job and use Add technician, or drag it on the Dispatch Board.

Clicking an empty slot on the calendar doesn't create a job.

That is expected. Dragging on the calendar creates breaks or time off. Use New Job instead.

Related tasks

• Dispatch a job to a technicianJobs and scheduling
• Add a customerCustomers and locations
• Job statuses and what they meanJobs and scheduling