We’ve redesigned the job setup process to be more intuitive from the start. Whether it’s an ongoing contract or a short-term project, this new flow makes it easy to get the right info in place, so your team can clock in at the right job, at the right time, with less admin work for you.
How to Add a Job
From any screen, click the + button located in the blue header, then select Job. The Add Job Wizard will appear.
Add Job Wizard Fields
Job Type:
Ongoing - for regular work with ongoing contracts. The start and end dates default to the current day and extend for one year, automatically renewing. You can adjust the dates if needed.
Project & Work Order - Set specific start and end dates based on the scope of the job.
Job Display:
Select the Customer and Location where the work will take place.
If the customer hasn’t been added yet, click Create a new customer.
Name the customer and save.
Add a Location
If the customer only has one location, you can leave the location as the customer name.
If the customer has multiple locations, give the location a distinguishing name (e.g., Main St or Warehouse) to identify it.
Type in the address, select the correct Google Maps result, and click Save.
Job Name
The job name refers to the type of work being done at the location.
By default, the system fills in the customer name as the job name.
You can leave it as is if you're only tracking one type of work or don't need to separate job types for costing or reporting.
If you want to track different types of work—like general cleaning, floor cleaning, or landscaping—delete the customer name and type in the specific work being performed.
Shift
Assign the Team and name the Shift.
The Shift is an open text field—you can name it anything you like: Day, Night, Weekend, etc.
This works especially well if you’ve created corresponding Teams and assigned employees to them. Employees will only be able to clock into their assigned shifts based on their Team membership.
If you're not using multiple shifts, you can leave it as Default Shift.
Save or Continue
At this point, you can click Save to finish, or move on to setting up Budgets (we’ll save that for another day 🙂).
Scheduling (Optional)
The next screen will ask if you want to build a schedule.
You can select NO to allow anyone on the assigned Team to clock in without a schedule.
Want to know why you might want to use schedules? We have an article that explains why you should use schedules.
If you're not building a schedule now, select NO, and you're done!
Check out our Help Center for answers to other common questions😎.