How Do I Schedule a Job for a New Customer? (Video-3 min)

Jobs can be scheduled within the app for new and existing customers.

Follow these steps if you know the customer does not exist in your current database.

1. Select Schedule Jobs from the Navigation Menu

2. Tap the "+" to add a customer to your database.

3. Complete the Customer Record.

• Customer name is a required field. We recommend that you fill this form as completely as possible. All information entered in the Customer record will be transferred to the Customer Proposal.
• Save changes.

4. The app will open to Jobs.

• Tap the "+" to schedule a Job for this customer.

5. Complete the Add Job form:

• Customer # and Name will autofill if completed in the Customer Record.
• Date and Time are required fields.
• Job # is an optional field.
• Trade Type is typically HVAC. If other trade trades exist in your database, select from the spinner.
• Notes and Items to Quote are optional fields.
• Save changes.

6. Return to Navigation menu, select View Schedule to Start the Job.