Create a New Job from an Existing Client
Marie C.
Last Update há 2 anos
If you need to create a new job for an existing client, follow these steps:
- Navigate to the Users section from the left menu and select Clients from the dropdown menu.
- Choose the client for whom you want to create a job by clicking on their name.
- On the client's profile page, click the +New Service button.
- The booking form will automatically populate with the client's information, including their address, phone number, and email address.
- Enter the pricing information, date of service, service type, and frequency for the job. Assign a crew.
- Once you have filled out all the necessary information, click the Create Job button to complete the process.