Skip to main content
When a client signs a quote using the field service flow, a job is automatically created in your Jobs list with Unscheduled status. Scheduling it takes about 30 seconds.

​
Schedule an unscheduled job

1

Open the job

Go to Jobs and find the job. Unscheduled jobs appear at the top or can be filtered by status.
2

Set the date and time

Tap Schedule or open the job and tap Edit. Pick the date and start time. The end time auto-fills based on your default job duration — adjust if this job is different.
3

Assign team members (optional)

Select one or more team members from your list. Assigned members see the job appear in their team portal immediately. See Assign team members.
4

Save

Tap Save. The job moves to Scheduled status and appears on your schedule.

​
Create a job manually

You can also create a job directly without a quote — useful for quick add-on work, verbal agreements, or internal tasks.
1

Open Jobs

Tap Jobs, then tap New Job.
2

Select a client

Choose a client from your list.
3

Add a title and details

Give the job a title. Set a date and time if you have one — or leave it unscheduled for now.
4

Save

Tap Save. The job is created and appears in your list.

​
Editing a scheduled job

You can edit the date, time, location, team assignment, and notes on any job that hasn’t been completed. Open the job and tap Edit.

​
Job details from the quote

Every job created from an accepted quote carries the full context automatically — client name, scope notes, and the link back to the signed quote. You don’t re-enter any of that.