Your first job, start to finish

Create the job, add its rooms, then follow the next step the job page shows you until it’s paid.

1. Create the job

1. Go to Jobs and tap New Job.
2. Under Customer Contact, pick an existing customer or add a new one, for example Mrs. E. Carter, 14 Beech Street.
3. Give it a Job title, such as “Living room and stairs”.
4. Tap Create Job. The job page opens.

2. Add the rooms

Tap Add room and type each room’s sizes, or tap Speak on the bar at the bottom to say them. See Measure a job by voice. Then add the products and look at the cutting plan.

3. Follow the next step

The job page always says what’s next, with a big button for it. A job goes through these steps in order:

1. Send estimate
2. Take deposit
3. Book installation
4. Mark done
5. Take payment

Once the money’s in, the job says All done and paid. Along the way, the strip on the job page shows the job’s Total, what’s Paid and what’s Due.

The bar at the bottom of the job

• Documents: the job’s estimates, invoices and job sheets.
• Speak: measure by voice.
• Call and Directions, when the customer has a phone number and address.

Good to know

• Made the job without a signal? It gets its job number once it has synced.
• On the Team plan, the big button only offers steps your role can do. If it’s someone else’s step, the job says what it’s waiting for, for example Waiting for the deposit.