Canonical: https://app.steadystatecrew.com/help/new-job-for-a-customer

# 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 five steps. For a repeating schedule use Add recurring on the customer's page.

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](https://app.steadystatecrew.com/help/place-a-job) · [Set your prices and add-ons](https://app.steadystatecrew.com/help/prices-and-add-ons)