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Create a job and plan its visits

A job holds the visits, documents, notes and costs of the work.

Guide 7 of 7 in Schedule & jobs 3 min read 3 parts

What it is

Use a job when the work has visits, a crew or costs to track. Jobs are listed as Active, Recurring or Completed.

1 Create it

  1. Click Jobs → New job.
  2. Type the Job name and pick the client and the address (or a property with its resident).
  3. Set the start and end date and any notes for the crew.

The client is optional — useful for internal work.

2 Visits & schedule

  1. Choose one visit or a repeating schedule.
  2. Pick who it's Assigned to, the visit time and the Price per visit (for recurring work).
  3. Add a Checklist for every visit, one task per line, then Save.

3 The job page

  1. Estimates and Invoices: create new ones or Link an existing estimate or invoice.
  2. Visits: add more with New visit.
  3. Invoice completed visits bills the finished visits in one invoice.
  4. Job costing: time and expenses against what you invoiced.

Deleting a job asks what to do with its estimates and invoices: keep them or delete them too.

Common questions

What's the difference between a job and a visit?

The job is the whole piece of work; visits are the trips to do it. A job can have one visit or many.

Related guides

Set up recurring jobsWeekly or monthly work that schedules and invoices itself. 3 min Schedule a visit and remind your clientBook visits, assign your team and send reminders. 3 min See the real profit of a jobRevenue minus item costs, labor and expenses. 2 min

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