In this article, you will learn how to create new jobs using the mobile app.
From the Schedule page, select the + icon > New job
Complete the Client info fields:
Client name: Enter your client’s first and last name OR search for an existing client
Phone number: Enter your client’s phone number
Address: Enter your client’s service address
Email address: Enter your client’s email address
(Optional) Client company name: Enter the name of your client’s company
Complete the Job info 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.
Ad source: Choose the job source related to the job you are creating
Service area: Choose the service 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 service areas, please see this article.
Job schedule: Choose the schedule details for this job
Job description: Enter a job description as desired
Select Create job
Your job will now be created, but listed as unassigned on your schedule. To assign a job to a member of your team, scroll down the job page and select Assign technician.
Need more help? See related articles below: