Create and edit a job

Create and update jobs in the Cinderblock mobile app.

Create a job

1. Select Jobs > New job.
2. Under Customer, choose a customer. To add a new customer, select New Customer.
3. Add optional details, such as an address, job name, description, job type, and tags.
4. Select Save.

A customer is the only required detail. A new job starts with the status New.

Note: If you close a new job without saving, select Keep working to continue or Discard to leave without creating it.

To start a job from a customer’s profile, see View a customer’s jobs, estimates, and invoices.

Add a job address

1. After you choose the job’s customer, select Add address. If the customer doesn’t have a saved address, Create new address opens.
2. Enter the address.
3. Select Save.

To use the address for this job only, without saving it to the customer, turn off Save address to customer profile before you save.

Edit a job

1. Open the job, open the more options menu, and select Edit details.
2. Change the Job name, Job type, Address, or Description.
3. Select Save.

A job’s customer can’t be changed after the job is created.

Assign users to a job

1. Open the job and select Assigned users.
2. Select the users you want to assign. You can search for a user or use Select all. You’re listed as Me.
3. Select Save.

If you close without saving, select Keep working to continue or Discard to leave without saving.

Assigned users see the job in their Jobs list. If their role doesn’t already give them access to the job, assignment gives them read-only access. They’re notified through the channels they choose in their notification preferences.

Related articles

• Manage a job and its related records
• Job types
• Job tags
• Job statuses
• Create and edit a customer