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

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

Next Steps

After creating a job:

1. Schedule visits
2. Assign crew members