Job Management1 min

Creating & Scheduling Jobs

Create a job, schedule it, assign your team and add line items — all in one form.

Step by step

1
Start a new job
Hit New job from the Jobs page (or Create new anywhere). Pick the client and their contact details and address pre-fill.
2
Describe the work
The job number is automatic. Add a clear title and description so anyone on the team knows what's involved.
3
Schedule it
Set the date and start/end times — or tick Schedule later to park it in the unscheduled list for when the calendar firms up.
4
Assign your team
Tick the staff working this job. It lands on their schedule automatically.
5
Add items and services
Line up materials and labour with quantities and prices — the running total updates as you go. Tick 'remind me to invoice' and Jobbit chases you when the job wraps.

Still stuck?