In this article, you will learn how to create a job in Workiz.
Adding jobs in Workiz is simple and can be done in a number of different ways to help you improve your workflow. In Workiz, you can create a job from, but not limited to, the following:
The Create button
The search bar
The navigation bar
The Jobs page
A client profile
A lead
A Workiz Phone call
A Workiz message
An email
Here, we'll focus on creating one from the Add new button on the sidebar navigation.
Creating a job
From the sidebar navigation, select Add new > Job
Complete the Client details fields:
Client name: Enter your client’s first and last name
Company name: Enter your client’s company name, if applicable
Phone: Enter your client’s phone number
Email: Enter your client’s email address
Complete the Service location fields:
Address: Enter your client’s service address
Service area: Choose the service area your client’s service address is in
Complete the Job details fields:
Job type: Choose the job type related to the job you are creating
Job source: Choose the job source related to the job you are creating
Job description: Enter a job description as desired
Complete the Scheduled fields:
Starts: Choose a date and time when the job is scheduled to begin
Ends: Choose a date and time when the job is scheduled to end
Assign team members: Choose a member of your team who you want to assign to this job
Select Submit
Your new job will now be created. You’ll be able to view it from a few different places in Workiz, including the Jobs page and Schedule page.
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