Creating A One Off Job In Jobber
Janine Chambers
|
22 steps
|
2 minutes
Jobber
Getjobber
1
Click "Create"
2
Click "Job"
Choosing The Client
3
Click here to select client
4
Click name from list or create new client
Job Title
5
Click the "Title" field to name the job "clean up" "pruning" "mulch" etc
6
Click the "Instructions" field if there are additional details for the crew to see
Job Type
7
"One-off Job" will be set by default
Setting The Schedule
8
Enter the start date or date of service
Scheduling Later
9
If you don't have the date of service you can choose to schedule later
Assigning The Job
10
Click "Assign"
11
Choose your team member or crew
Invoice Reminder
12
"Remind me to invoice when I close the job" will automatically be checked so a reminder is created to invoice upon completion. If the job is not billable consider setting it up as a task or an assessment instead
Setting Line Items
13
Click the "Name" field to add a line item use products and services that have been saved over creating new ones
14
Click the "Description" field if there is additional information required on the invoice
15
Click the "Description" field.
16
Click "New Line Item" if you need to add more than one line item
17
Click "Save Job"
Scheduling an Unscheduled Visit
18
Unscheduled visits should show under "unscheduled" on month view and week view. Day view if assigned will appear under the team member or crew name
19
Drag the visit to the date on the calendar or manually edit the visit date
20
Choose the visit and click "Edit"
21
Manually select or type in the date of service
22
Click "Save"
