Create a New Job from an Existing Client

Marie C.

Last Update a year ago

If you need to create a new job for an existing client, follow these steps:

  1. Navigate to the Users section from the left menu and select Clients from the dropdown menu.
  2. Choose the client for whom you want to create a job by clicking on their name.
  3. On the client's profile page, click the +New Service button.
  4. The booking form will automatically populate with the client's information, including their address, phone number, and email address.
  5. Enter the pricing information, date of service, service type, and frequency for the job. Assign a crew.
  6. Once you have filled out all the necessary information, click the Create Job button to complete the process.




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