Create a job

Every job starts with a customer and a title. Rooms, products and documents are added on the job page afterwards.

Start the job

1. Open Jobs and tap New Job.
2. Under Customer Contact, tap Choose customer. Search by name, phone or postcode and tap the customer, or tap New contact to add someone new.
3. Type a Job title, for example “Lounge and stairs carpet”.
4. Check the Measurement Unit: Metric (m, m²) or Imperial (ft, ft²), and the Currency.
5. Tap Create Job. The new job opens, ready for rooms.

If you have more than one business profile, the form also asks which business the job is for. Its estimates, invoices, job sheets and plans then use that business.

Good to know

• A job needs a customer. If you tap Create Job without one, the app asks you to choose a contact first.
• Worked here before: if you’ve had a job at the customer’s address, the form shows it. Tap Copy this job to start from its rooms and products, or Open to look at it.
• Duplicate check: when you’re online, the app checks for a job with the same customer and address. Tap Open it to go to that job, or Carry on with a new job.
• You can change the title later on the job page: tap Edit next to it.

Who can do this? On the Team plan, people with the Owner, Office, Estimator or Sales role can create jobs. Estimators find existing customers by typing a name or address, and can add a new customer even with no signal.

Next: add the rooms, or measure the job by voice.