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:
The search bar
The navigation bar
The Jobs page
The Leads page
A Workiz Phone call
A Workiz message
We’re confident you’ll learn the best method for your workflow. Here, we’ll focus on creating a job from the Jobs page.
Creating a job
From the sidebar menu, select Add new… > Job
Adding client details
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
Metro area: Choose the metro area your client’s service address is in
Tip: Workiz will automatically choose the service area nearest to the address for this job.
For more information on creating metro areas, please see this article.
Complete the Job details fields:
Job type: Choose the job type related to the job you are creating
Tip: For more information on creating job types, please see this article.
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
Note: Depending on your settings, you may only see techs who are available based on (a) the metro areas they serve, and (b) whether their skills match the job type.
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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