Account
Earnings
Job Settings
General Settings
Invoice Settings
Payments and Taxes
Automatic Reminder
General
Invoices
Dashboard
Job Scheduling
How to schedule a job?
How to add line items to a job?
How to make products or services tax-free?
How to complete a job and receive payment online?
How to view field technician status?
How to keep on top of job scheduling?
What does Job Status mean?
What are job filters?
What is the difference between a visit and a job?
What is an unscheduled job?
How to add multiple visits under a job?
What is the job cycle?
What is the visit cycle?
How to change business or company working hours?
How to add holidays to the calendar?
How to apply tax to a job?
How to apply discounts to jobs?
What is a One-Off job?
What is a Recurring job?
What is Schedule Later?
How to Print a schedule?
How to add holidays for multiple countries?
What is a Team Tracking View?
What is meant by Overdue Job?
What is meant by Overdue Visit?
How to duplicate a Job?
What is job priority?
How to add notes to a visit?
How to collect a client’s signature after completing a visit?
How to view assigned jobs or visits for a team member?
Team
Forms
Products and Services
Clients
Subscriptions Plans
General Queries
How to schedule a job?
- To schedule a job, go to “Dashboard” and click “Add New Job”
- If the job is for the existing client, select the client from the dropdown menu and if the client is new, click on “Add Client” and add all the new client’s details
- Then, select the property of the client from your existing saved list. You can even add a new property of a client
- Select whether it is a one-off job or a recurring job. Then, according to it, fill in all the required details like job date, job time, line item, team, or other additional information
- After filling in all the details, click “Create” to create the job