Book a job

Quick one-off from the board

Go to the board, switch to People, pick the day and click New job.

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1. 1 Check this to put it in the backlog with no day.
2. 2 Pick the client.
3. 3 Pick the address.
4. 4 Say what the work is, like "Mow, trim and blow".
5. 5 Pick who's doing it. You can leave it empty and assign later.
6. 6 Set a time if it has to be at a time.
7. 7 Click Add to this day.
8. 8 Need it to repeat, or need prices? Click this for the full form.

Recurring or priced job

Click Jobs, then New job. Or click Book a job on a client.

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1. 1 What: name the work.
2. 2 Pick the client.
3. 3 Pick the address.
4. 4 + Add service for each service. The price fills in from your price list. Change it for this client if you need to.
5. 5 Bring fills in from the services. Add or remove tools for this job.
6. 6 One time or Repeats.
7. 7 For repeats: every week, 2 weeks or month, and which days.
8. 8 Season: the first and last date. It stops on its own after.
9. 9 A set time, if there is one.
10. 10 Notes for the crew show on every visit.
11. 11 The box on the right shows how many visits this makes and the first dates. Check it, then click Create job.

Change or stop a job

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1. 1 Status: Active makes visits. Paused makes no new ones. Ended means the season's over.
2. 2 Change services or prices. New prices apply from here on.
3. 3 Change the schedule. Then click Save changes at the bottom.

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1. 1 Files for this job: site walk videos, designs, plans. Everyone on the job sees them. The client never does.
2. 2 Click Add a file or drop files on it. PDF, photos or MP4, up to 64 MB.
3. 3 Archive job takes its future stops off the board. Finished work and invoices stay. Restore brings it back.

Customer requests

When a customer asks the crew for more work, the crew sends it from the stop with Customer request. The office gets a notification, it shows in Activity on Home, and it's listed under Customer requests on that job's page.

• If Front Desk is connected, each request also goes to Front Desk as a lead. The job page says Sent to Front Desk, or Not sent to Front Desk with Send again.
• Requests are a heads-up, not a booking. To do the work, book it like any other job.

Find a job

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1. Search by client or address. New job at the top books one.
2. 1 Jobs need a price lists the ones with no price yet. You can't invoice them until they have one. It only shows when there are some.
3. 2 Cadences only shows for jobs you brought over from Jobber with no schedule. Set how often each one runs.