Jobs are booked in one guided flow that collects everything at once — the client, the work, the team, and the schedule.
Who can do this: Admins, Managers, and Dispatchers.
Book it
Click New Job on the Jobs page — or New job on your Hub. The Book a job flow walks you through seven short steps:
Client & address — the client and the property where the work happens.
Job details — job type, name, and visit duration.
Workers — who's doing it, or any available worker.
Schedule — pick a day and time, Choose custom time, or Schedule later?
Recurrence — one-off or repeating.
Line items — the services and prices you'll bill.
Confirm — review and click Create job.
Tip:Save draft at any point keeps your progress — the job waits under Draft jobs on your Hub.
New to the job/visit split? See What's the difference between a job and a visit?