Create a job for a customer

Select New Job on Today or Schedule, or Book for this customer on the customer's page, and follow the steps. For a repeating schedule, use Add recurring on the customer's page.

Before you start

You are signed in as the owner or a dispatcher, and your prices are set. The dialog shows "Step 1 of 5" and counts up; Back returns to the last step.

Steps

1. Select New Job. On the Customer step, type in Search by name, email or phone and pick the customer. For someone new, select New customer, fill in Name, Email and Phone and an address, then select Create customer. From Book for this customer the dialog starts at the Address step.
2. Address: pick the address. A customer with one address has it chosen for you. Select Add address, then Save address, if the customer has none. Select Next.
3. Service: set Bedrooms, Bathrooms, Cleaning Frequency and any Optional Services, then select Use this quote. The button then reads Quote confirmed. To charge something else, type a number in Price override ($, optional). Select Next.
4. Date and arrival window: pick a day on the calendar, then an Arrival window. Select Next.
5. Crew and notes: choose a Crew (optional). Leave Unassigned (goes to the tray) to place it later. Add Notes if needed. Keep Email the customer a confirmation ticked to send the booking details. Check the summary and select Create job.
6. If the crew has conflicts that day, the box "This crew has conflicts on that day:" lists them. Select Book anyway to keep that crew, or Leave unplaced to send the job to the tray.

Repeat visits

1. Open Customers, select the customer, and find Recurring. Select Add recurring.
2. In New recurring series, set Address, How often (Weekly, Every other week or Monthly), First visit on or after, Arrival window, Rooms and add-ons, Preferred crew (optional), Payment method and End date (optional). The line "First visits: ..." previews the dates.
3. Select Create series. The page says how many visits were added.
4. Each series has Edit, Pause (then Resume) and End. To skip one visit, open it and select Skip this visit; the customer gets an email and no fee is charged.

What happens next

The job shows on Schedule, on the crew you chose or in the Unscheduled tray. The page says "Job created."

If something goes wrong

• "There is no price for that size." Choose another bedroom and bathroom count, or fill in that size under Pricing.
• "This customer has no address yet. Add one to continue." Select Add address.
• "That crew is inactive." Choose another crew or leave it unassigned.

Related

Place a job on a crew's day · Set your prices and add-ons