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How to create jobs in Workiz
How to create jobs in Workiz

Learn how to create jobs in Workiz.

Updated over a week ago

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

  1. From the sidebar navigation, select Add new > Job

  2. Complete the Client details fields:

    1. Client name: Enter your client’s first and last name

    2. Company name: Enter your client’s company name, if applicable

    3. Phone: Enter your client’s phone number

    4. Email: Enter your client’s email address

  3. Complete the Service location fields:

    1. Address: Enter your client’s service address

    2. Service area: Choose the service area your client’s service address is in

  4. Complete the Job details fields:

    1. Job type: Choose the job type related to the job you are creating

    2. Job source: Choose the job source related to the job you are creating

    3. Job description: Enter a job description as desired

  5. Complete the Scheduled fields:

    1. Starts: Choose a date and time when the job is scheduled to begin

    2. Ends: Choose a date and time when the job is scheduled to end

    3. Assign team members: Choose a member of your team who you want to assign to this job

  6. 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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