How to Create a Job

What this does

A job represents a piece of work for a customer — a repair, installation, or project. Jobs track the scope, cost, and progress of the work.

When to use it

Create a job when you receive an enquiry or accept work from a customer.

Step by step

1. Go to Jobs in the main menu
2. Click + New Job
3. Fill in the details:
   • Job Title — short description (e.g. "Boiler Installation")
   • Customer — the contact requesting the work
   • Address — where the work will be done
   • Description — scope of work
   • Quoted Price — the amount quoted to the customer
   • Priority — Low, Medium, High, Emergency
4. Click Save

Tips

• Link jobs to contacts for complete customer history
• Use the pipeline to track job progress through stages
• You can create a job directly from a deal when it's won