Create a job
On this page
A job is a piece of work for one customer at one service address: what you will do, what it costs, who does it, and how often. Create one from scratch, or from an accepted estimate so the customer, address and line items come across.
Start from scratch or from an estimate
On the web, open Jobs and choose New job; in the Zaras app, open Work and start a new job (New Job). Pick the customer first: on the web, Client & location searches your contacts or lets you Create new contact, then Select address or Use a different address for this job only; in the app, Customer opens Choose or add customer, and Add service address sets where the work happens. A job needs a customer and at least one line item before it can be saved.
From an accepted estimate, Create job on the web opens the new-job form pre-filled with the estimate's customer, address and line items, and links the two when you save. In the app, Convert to job creates the job straight away. Either way the estimate gains View job. What an accepted estimate offers, and the declined and expired exits, are in After the decision.
One-off or recurring
Under Job type, choose One-off or Recurring. A recurring job generates a series of visits from how often it repeats and where it Ends: on the web, Repeats takes an Every count and a Frequency, ending On a specific date or After a number of visits (Total visits, up to 400); in the app, Frequency is Daily, Weekly, Monthly or Yearly, and Ends is On a date or After N visits. A recurring job cannot be left unscheduled: its start date anchors the series. In the app the job type is locked once the job exists.
Line items, notes and technicians
Under Line items, use Add line item or pull from your Price book. The Job total updates as you go and becomes the invoice amount later.
A job carries three kinds of notes, each with a different audience:
- Customer message — shown on the job confirmation sent to the customer.
- On-site instructions — for the crew on the day: gate codes, pets, parking. It sits in Job details on the web and in Details in the app.
- Internal notes — only visible to your team.
Assigned technicians is who is going; assigning someone puts the job in front of them in the app, and until then the job reads No technicians assigned. You can set the schedule and an Arrival window here or leave it for later — see the article on scheduling a visit.
Save with Save job on the web (Save & send also emails the confirmation, once the job is scheduled) or Create job in the app. The job starts as Active.
Who can do this
Creating jobs is part of the jobs permission that owners, admins and technicians hold by default. If New job is not available to you, ask an owner or admin to grant jobs to your role.
