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, .

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 corner)

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” at the bottom of the page

• JobFlow will automatically add the customer details and link the job to the primary site.
• • • Choose a Job Template
    • Enter the Date and Time
    • Enter the Job Size and Unit
    • Add Job Notes

• Click Save (bottom left corner)

Duplicate Job

Duplicating 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 from the bottom of the open job screen
• • • You can select either Duplicate Job or 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”)
• Update Any Details Needed
• Click Save Job (bottom left)

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 when you are in the the Job List screen, Click on Quick Create Job on the bottom left.

These 2 options will pull up the create screen to enter the details into.

• Enter and Select the Customer
• • • Type the customer name into the search box and select the correct record.
• Adjust the Site (if needed)
• • • JobFlow will auto-select the primary site, but you can change it.

• Choose a Job Template
• • • Select the template that matches the work being completed.
• Enter the Job Size
• • • Add the size and adjust the unit if required.

• Add Job Notes (optional)
• Enter the Date and Time
• Save the Job by either clicking on 'Save and Open" or "Save and Create New"

• • • Save and Open → Opens the job immediately

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