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How to Add Jobs (New)

A step-by-step guide to create jobs your team can clock into.

Beth Chambers avatar
Written by Beth Chambers
Updated over a week ago

We’ve made Job setup simple—you can enter the customer, location, and job all at once. Easily add ongoing contracts, short-term project work, or work orders.

IMPORTANT: If you add Customers and Locations from their tabs - be sure to add a Job for each Customer–Location. This is where you assign the Team/Shift so supervisors and employees can see it in the app to clock in.

How to Add a Job

From any screen, click the + button in the blue header, then select Job.

The Add Job wizard will appear:

Add Job Wizard Fields

Job Type & Dates:

  • 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

Your Customer might have many Locations, at which you do Jobs/work.

In PRO the Job Display looks like this:

Customer - Location : Job

Add a Customer

Note: For initial testing, your account comes preloaded with your own company as a sample Customer. Be sure to create actual new Customers for your real clients.

The Customer is the billing name where totals roll up—it could be a client-location combination, or parent company.

  • Select the Customer

  • OR click Create a new customer at the bottom.

    • Name the Customer.

    • Optionally set up an Abbreviation to use. Save.

Add a Location

If there’s only one Location (or you combined Customer-Location), you can leave Location Name as the Customer name.

To change the Location name uncheck "Use customer name":

  • For multiple Locations, give each one a clear name (e.g., Main St, Warehouse).

  • You can also add an Abbreviation for the display.

  • Type the Address, pick the correct Google Maps result, and click Save.

Job Name

The Job is the type of work done at the location - Use separate jobs if you need to track different budgets.

  • By default, the Job name matches the Customer name—but you can change it for clearer costing or reporting.

  • Click the pencil to change it. Examples: General Cleaning, Unarmed Guard, Landscaping.

Shift

Name the Shift (e.g., Day, Night, Weekend) and assign the Team.

  • Shifts are open text—you can label them however you need.

  • Not using multiple shifts? Just leave it as Default Shift.

  • Employees can only clock into Shifts tied to their Team - select it.

  • Done.

Save or continue to Budgets

Click Save to finish, or move on to Budgets.

(You can always add Budgets later 🙂).

Scheduling (Optional)

The next screen asks if you want to build a schedule.

  • Select NO to let anyone on the assigned Team clock in without one.

  • You're done!

    Not sure if you need schedules? Read: why you should use schedules.

Check out our Help Center for answers to common questions😎.

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