From the dashboard, click the “Add Job” option to begin creating a new job entry.

Click “Create” under the Equipment section and enter the necessary details:

• Equipment name
• Image
• Description
• Serial number
• Maintenance interval
• Warranty details
• Installation date, etc.

Provide the following:

• Job Title
• Job Description (use AI suggestions or enter manually

Specify:

Job Priority Service Category

Include contract details if available:

• Contract Title
• Contract Description

Choose the individual who referred the job from the drop-down list.

Provide details of billable items:

• Item Type
• Item Name
• Estimated Quantity / Hours
• Unit Price
• Discount (if applicable)
• Tax Rate (e.g., VAT)
• Note: Add a message to customer (optional)

Include any special instructions, remarks, or images to offer additional clarity to the client.

Choose whether the job is:

Single or Recurring Set the start and end date/time Optionally, schedule the job for a future date

Assign the job to a team member and:

Allocate responsibilities Set alerts or notifications if required

Click “Save” to create and store the job in your system.

1. Send the job confirmation to the client via email.
2. Click “View Job” to track and manage job status and updates.