Create your first job.

Choose New job on the Dashboard or on the Jobs page, enter the customer's name and phone number, pick a job type and a start time, and choose Create job. There is no separate customer setup step. The customer record is created for you when you book the job.

Steps

1. Choose New job on the Dashboard or at the top of the Jobs page.
2. Under Customer, enter the Name and Phone. Both are required. If the phone number already belongs to a customer, the job is attached to that customer instead of creating a new one.
3. Under Address, start typing in Search address and pick a suggestion so the Street address, City, State, and ZIP code fill in on their own. You can also type them in by hand.
4. Under Job, pick a Job type and set when the visit starts under Window starts. Both are required. Choose an Arrival window of one to four hours. Two hours is the default.
5. If you like, pick a technician under Assign tech, enter a Quote total, and describe the problem under Issue.
6. Choose Create job. JobField opens the Schedule on that day so you can see the new job on the board right away.

Good to know

If you assign a technician, JobField sends a push notification about the new job to their phone, as long as they have allowed notifications.

The job types in the list come from the trade you picked when you set up your business. Your customer list fills in on its own as you book work, so there is nothing to add there first.