Ways to Create a Job

There are four ways to create jobs in JobFlow:

• • • Create Job
    • Add Job from Customer
    • Duplicate Job, and
    • Quick Create Job

1. Create Job (Full Job Creation)

Use this method when you want full control over job details.

• From the Dashboard click into the Job List

• Click “Add Job” (bottom left corner)

• Enter and Select the Customer

• Choose a Job Template
• Enter the Date and Time
• Enter the Job Size and Unit
• Add Job Notes

• Adjust the Site (if needed)

• Click Save (bottom left)

2. Add Job from Customer

This method is fastest when you’re already inside a customer record.

• From the Dashboard click into Customers

• Locate the Customer the job is for and open their profile.

• Click Add New Job (bottom of the page)

JobFlow will automatically:

• Add the customer details
• Link the job to the primary site

Then complete:

• Choose a Job Template
• Enter the Date and Time
• Enter the Job Size and Unit
• Add Job Notes

• Click Save (bottom left)

Duplicate Job

Dupli cating a job is ideal when repeating similar work for the same customer.

• From the Dashboard click into the Job List

• Open the Job You Want to Duplicate from the list

• Choose a duplication option (bottom of the job screen):
• • • Duplicate Job
    • Duplicate with Assignments

Review What Gets Copied

JobFlow copies all job information except:

• • • Actuals
    • Financial changes
    • Completed work
    • Assignments only copy if you choose “Duplicate with Assignments”

Finalise the Duplicate

• Update any details needed
• Click Save Job (bottom left)

4. Quick Create Job

Use Quick Create Job when you need to create a job quickly with minimal steps.

• Click on the "Create a Job" Dashboard tile

• or in the Job List screen, Click on Quick Create Job (bottom left)

Both options open the Quick Create screen.

• Enter and select the Customer
• • • Type the customer name into the search box
• Adjust the Site if needed
• • • JobFlow auto‑selects the primary site

• Choose a Job Template
• Enter the Job Size
• • • Adjust the unit if required

• Add Job Notes (optional)
• Enter the Date and Time

• Save and Open → Opens the job immediately

• Save and Create New → Creates the job and resets the form for another entry