- Support Docs
- Starter Guide
- Create a job
Create a job
Think of a job as a container. When you create a new job, it starts as an empty container that you can fill with as much or as little as you need.
All of Cinderblock’s job-related features revolve around this container. If you want to create an appointment, estimate, or invoice, it must reside within a job. This structure helps you stay organized and scale efficiently.
For example, you might start with an appointment today, but later need to turn it into an approved bid, add an invoice, or schedule a follow-up appointment. Since everything is inside the same job, all relevant information stays together in one place.
How to create a Job |
Step 1: Open the job creation formThere are a few ways to access the 'New job form', in this guide we will access the button found in the navigation bar at the top of the web app.
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Step 2: Fill out the formA form with many fields will appear, but only one field—Customer—is required. Fill out the desired fields. |
Step 3: Click Create Job🎉 Congratulations! You just created a job in Cinderblock. That was easy, right? And don't worry, if you ever need to fill fields you left blank, you can update them after the job has been created. |
Optional Fields
Here’s a brief explanation of the optional fields on the job creation form.
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Job address – The location of the job
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Job type – To label the type of job it is (e.g. Service call). Job types can be fully managed in Company Settings.
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Job name – If you want to give your job a name.
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Job description – If you want to give your job a description.
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Job Status – It is set to “New” by default, but you can change it.
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Assigned Users – Assign users to the job (this is different from assigning users to appointments).
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Job Tags – Add tags for better organization.
Send ‘New job’ email
It’s possible to send your customer a “welcome email” as soon as the job is created. You can manage the content of the email in Company Settings.