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Getting Started

  • Add a Dashboard Widget

Contacts & Customers

  • Add a Contact
  • Send a Request for Proposal to a Subcontractor

Jobs, Tasks & Scheduling

  • Create a Job
  • Create a Schedule Entry
  • Create an Estimate from a Job
  • Create an Invoice from a Job
  • Edit a Task
  • Manage Team Availability
  • View Declined Jobs

Estimates, Invoices & Change Orders

  • Approve a Change Order (Client View)
  • Build and Edit an Estimate
  • Create a Change Order
  • Create a New Estimate
  • Create an Invoice
  • Create an Invoice with the Wizard
  • Edit a Change Order
  • View the Estimate Linked to an Invoice

Warranties & Reports

  • Create a Custom Warranty
  • Export a Report to CSV
  • Generate a Discover Report
  • Set the Standard Warranty

Settings & Templates

  • Add a Cost to the Cost Library
  • Add an SDK Site

Create a Job

Create a Job

Open the Jobs page to view the pipeline. Wait for the Jobs page to render. Click New Job to open the create dialog.

Watch the demo (13 seconds)

Read transcript · Download captions

Overview

Open the Jobs page to view the pipeline. Wait for the Jobs page to render. Click New Job to open the create dialog. Wait for the New Job dialog to appear.

Steps: 5 · Time to complete: ~13 seconds · Difficulty: medium

Prerequisites

  • Access to the Create a Job feature.

Steps

Step 1 — Navigate to /jobs · 0:00

Open the Jobs page to view the pipeline.

Step 1: Open the Jobs page to view the pipeline.

▶ Watch this step · Try it →

Step 2 — Wait for button:has-text("New Job") · 0:03

Wait for the Jobs page to render.

▶ Watch this step · Try it →

Step 3 — Click button:has-text("New Job") · 0:06

Click New Job to open the create dialog.

Click 'New Job' to start

▶ Watch this step · Try it →

Step 4 — Pause 600ms · 0:09

Wait for the New Job dialog to appear.

▶ Watch this step

Step 5 — Screenshot: jobs_create_dialog_open · 0:00

Screenshot: jobs_create_dialog_open.

Screenshot: jobs_create_dialog_open

▶ Watch this step

Expected outcome

Wait for the New Job dialog to appear.

Assets

  • 📹 Full video — 13 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
Jobs, from first call to first invoice
A new Jobs object that captures everything a crew needs to show up and get paid — contact, address, start date, type, value, and scope — without spreadsheet gymnastics.
Read the post →