There are a few ways that a job can be created in Breezy. You can click on the blue "Create" button in the top header, click and drag in the Schedule's Dispatch view, or click on the "+" button in the "Jobs" section in a customer's account detail page.

For this walkthrough, let's use the blue "Create" button in the top header. Click on the button and select "Create Job".

You'll be asked if you want to create a job for a brand new customer or for an existing one. Let's go through the workflow as if its a new customer. Click on "New Account".

The first step is to create a point of contact for the account. Enter the contact's first name, last name, phone number, email address, and set their notification preferences.

The second step is to create a service location for the account. Search for a street address. Making a selection should auto-complete the city, state, and zip code. If the customer knows the estimated build year and square footage, enter those details.

The last step in creating an account is to set the account type (residential or commercial), choose a display name (by default, a combination of the contact name and street address), and add account tags. Once ready, click on the "Next" button to proceed to the job form.

Here is where you'll enter in all of the details for the job. You'll be taken directly to this form any time you're creating a job for a customer with an existing account.

Start by selecting a Job Type. The available job types are dependent on what has been configured for your account. Once you've made a selection, an additional field will be displayed below (i.e. if you select a Job Type that belongs to Service, such as "No Cold Air", then the additional field ask for you to select which "Equipment to Service".).

The summary field is where all of the job details should go. This could include important information that the customer has relayed or internal information that is helpful for the technician to know (i.e. that it's a membership renewal opportunity).

Jobs can be set up to track technician performance for conversion rates. Once a Job Type is selected, these options will appear: an ‘Opportunity’ marks a job as convertible, a ‘Hot Lead’ indicates a high-value opportunity (typically a system replacement), and a ‘Membership Opportunity’ shows that the customer is not currently a member.

These settings can be automatically applied based on the Job Type that's been selected. You'll have to view the Job Type Settings page for more information.

Next, select any relevant Job Tags, a Lead Source, and/or enter a Customer PO Number.

Finally, you can opt to Create an Appointment immediately after creating the job to get it in the Schedule.

In the new Appointment drawer, select which Visit Type is relevant for the job. You can add an additional description if there are any special instructions for the visit. This can be helpful if this is the 2nd or 3rd visit for a job.

Next, set the date and arrival window for the technician. If you already know who to assign the visit to, you can do that now as well.

Finally, you can choose how you'd like to send a visit confirmation to the customer. If toggled ON, you can send it via email or SMS. An optional 24-hour reminder is also available to turn ON and send.

That's it! The job has been created and the visit is now in the Schedule.