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Guide 2 of 6
Book a job
3 minutesFor: Office
Step by step
Take a call, find or add the customer, and put the job on the schedule.
Start a new job
Go to Jobs and choose New job. Search the customer by name or phone — if they have more than one address, pick the one the work is at.
Describe the work
Write a one-line summary of what the customer called about and pick the job type. The job type sets how long the visit usually takes.
Add notes for the technician
Gate codes, pets, what the customer already tried. The technician sees these on their phone before they arrive.
Schedule it
Pick the date and start time. Assign a technician now, or leave it unassigned to sort out on the dispatch board.
Book it
Choose Book job. The job gets a number, lands on the board, and shows up in the customer’s history.