Create your first job

A job keeps a customer’s work together, along with its estimates, invoices, tasks, appointments, files, and forms.

Create a job

1. Select Jobs > New job.
2. Choose the customer, or select Create new customer to add one. A new customer needs only a first name, last name, or company name.
3. Add a job address and any other details you want. Only the customer is required.
4. Select Create job.

You can’t change a job’s customer after you create it.

Next steps

Once the job exists, you can assign users, update its details, and create estimates and invoices from it. For full instructions, including job addresses and assigning users, see Create and edit a job.

Related articles

• Create and edit a job