Creating Jobs

Jobs can be created from approved quotes or manually for new work.

From a Quote

The easiest way to create a job is from an approved quote:

1. Open the approved quote
2. Click Convert to Job
3. Review and confirm

See Converting Quotes to Jobs for details.

Creating Manually

To create a job without a quote:

1. Click + New Job in the sidebar
2. Select a client
3. Select or add a property
4. Add job details:
   • Job title/description
   • Line items (services to be performed)
   • Priority level
   • Special instructions
5. Click Create Job

Job Details

Click to enlarge

The job detail view provides complete information about the work including services, schedule, and team assignments

Title & Description

Give your job a clear title that identifies the work:

• ✅ "Spring Garden Cleanup - 123 Main St"
• ✅ "Weekly Lawn Care"
• ❌ "Job 1"

Line Items

Add the services included in this job. These can come from:

• Your service catalog
• Custom entries
• A template

Instructions

Add notes for your crew:

• Access instructions (gate code, key location)
• Client preferences
• Safety considerations
• Equipment needed

Checklists

Add a checklist to ensure consistent work quality:

1. Click Load Template in the Checklist section
2. Select a template (e.g., "Standard Lawn Service")
3. Items are added to the job
4. Add custom items if needed for this specific job

Your crew will tick off items as they complete them on each visit. See Checklists for more details.

Job Status

When you first create a job, it starts as a Draft. This lets you set up all the details before scheduling.

Automatic Status Update

When you add visits to a draft job, it automatically changes to Scheduled. You don't need to manually update the status.

Draft Job → Add Visits → Scheduled Job

This ensures your schedule always reflects jobs that have actual visits planned.

Next Steps

After creating a job:

1. Schedule visits
2. Assign crew members