Steps
You can create a job in three ways:
Convert an approved Estimate to a job.
Click Create → Job from the top left.
Create it from a Contact profile or the Job Table.
Add the Contact if it’s not prefilled.
Configure the Job Schedule:
One-off Job: Used for single visits. You can schedule with a date and time, date only, or select Schedule Later.
Recurring Job: Used for repeat services. Set a start date, time, duration, and frequency (e.g., weekly, monthly).
For recurring jobs, you can also enable automatic invoicing and payments:
Bill per visit or as a fixed monthly amount.
Toggle Auto-charge to automatically bill the customer’s saved card.
Select Crew Members who will perform the job.
Add or assign a Checklist.
A job with an active checklist cannot be marked complete until the checklist is finished—this ensures quality control.
Review the job details on the right:
Job Number (auto-assigned, editable).
Job Name, Type, and Priority.
Line items from the estimate will transfer automatically, or you can add new ones manually.
8. Once reviewed, click Create to finalize.
Use Case
Job scheduling streamlines field operations. Whether handling one-time work or recurring service plans, automation ensures timely visits, accurate billing, and improved consistency across teams.