Your employees do work (Jobs) for your Customers at different Locations. Pro is designed to track this work separately for precise job costing. This short video shows how to add jobs, customers, and locations.

People clock into jobs - it's the work they do. This Quick Add option simply has you set up the Job name and associate a customer and location. (You can add a new customer and location for this job here, too.) You will also associate the first Team that works this job. That is it!

You may want to understand a bit more about Pro's unique 3-tiered approach with Customer - Location: Job. It is kind of magical.

How do you add a job? From the Job Wizard '+', select Quick Add.

Wizard Central '+' at the top

Or, go to Jobs menu and press '+'

Then follow the prompts.

Step 1: Select a Customer or Create a new one.

Step 2: Select a Location or create a new one.

When creating a new location, ensure the Time Zone is correct. This cannot be changed.

Add the Location's address for GPS tracks. Yeah, you want this for sure!

Adjust the geo-fence circle and move the pin if needed.

Step 3: Fill in the job information.

Note: With Quick Add the Ongoing job is automatically created with dates starting 'today', out a year. You can adjust the dates and add the budget later.

You have just created your first flexible Team shift for that job. Soon, you will be a Pro😉.

That's it!

Would you like to use location TimeTiles™at the site? To set up TimeTiles™, you must be on a Team associated with that job.

Need to add more Teams to work this job? Schedule more Team Shifts.

Need help adding your employees? Here's an article just for you.

Bookmark our Help Center for answers to other common questions.🙃