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Create your first job

Record the work for a customer, ready to book to a team member on the calendar.

Overview

A job is a piece of work for one customer. You create it in the Scheduler, then book it to a team member so it appears on their phone. Customers come from your Xero organisation, and a customer you add while creating a job is created in Xero as well.

The new job form open over the Scheduler, with Customer, Contact, Address, Date Required and Status fields above Job Name and Job Details
Step by step: create a job
  1. Click Create New Job in the header.
  2. Choose the Customer.
  3. Choose a Contact for the customer, if you need one.
  4. Choose an Address for the work.
  5. Set the Date Required, if the customer needs it by a set date.
  6. Check the Status.
  7. Enter a Job Name.
  8. Describe the work in Job Details.
  9. Click SAVE JOB.

Smartworks shows Successfully saved job! and closes the form. The job now waits in the Jobs list beside the calendar, ready to book. Click Unassigned above the list to see only the jobs nobody is booked to yet.

SAVE JOB stays greyed out until the form has a Customer and a Job Name.

A customer who is not in Xero yet

Choose Create New Customer at the top of the Customer list. The form swaps the Contact box for four new boxes.

The job form with Create New Customer chosen, showing New Customer - Name, Phone, Email and Contact Name boxes
Step by step: add a new customer from a job
  1. Choose Create New Customer in Customer.
  2. Enter the New Customer - Name.
  3. Enter a New Customer - Phone, a New Customer - Email, or both.
  4. Enter the New Customer - Contact Name.
  5. Fill in the rest of the job.
  6. Click SAVE JOB.

When you save the job, Smartworks creates the customer in Xero and links the job to them. The customer then appears in the Customer list for every job after this one.

Good to know

The starting status

Status starts at your default status for new jobs, which you choose in Settings under Statuses.

New addresses and contacts

Choose Create New Address in Address to type a new site address for the customer. Choose Create New Contact in Contact to add a contact to an existing customer.

Creating a job from the jobs list

The Jobs list beside the calendar has its own Create New Job button, which opens the same form.

See also