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 - set specific start and end dates based on the scope of the job.
Work Order - set start and end dates.
Note: You can always shorten the job, but you cannot extend the job once it has ended.
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😎.