How do I add a job to my schedule?

Jobs from your website and from requests you book are in Jobs already. Use Add job for work booked another way, or a job you already did.

Add it

1. Go to Jobs and press Add job.
2. Choose the Customer, or New customer… and fill in New customer name, New customer phone and New customer email.
3. Pick the Service, or Other. The Job title uses the service name if you leave it empty.
4. Pick a Date and Time window, or leave the window as To be arranged.
5. Add a Price (optional) and Notes.
6. Leave Send the customer a booking confirmation (when it has a day) ticked if you want them told.
7. Press Add job.

You'll see "Job added". The confirmation goes out by text or email. If texting and email aren't connected yet, it waits in Follow-ups under Ready to send.

A job you've already done

Tick This job is already done (sends the review request). It goes straight to Completed, and the customer gets your review request.

Where jobs appear

Jobs has Scheduled, Completed and All tabs. Scheduled jobs are grouped under Today, the days coming up, No date yet and Past date, not marked done.

When the work is finished, see How do I move or cancel a job? and Invoices, payments and reminders.