How to create jobs in Workiz

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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 "Add new" button
  • The search bar
  • The navigation bar
  • The Jobs page
  • A client profile
  • A lead
  • A Workiz Phone call
  • A Workiz SMS/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
    Group 4533newjob.png
  2. Enter the client's details:
    2023-09-25_15-48-11 1newjob.png
    1. Client name
    2. Company name
    3. Phone
    4. Email
  3. Enter the service location details:
    2023-09-25_15-48-24 1newjob.png
    1. Address
    2. Service area
  4. Enter the job details:
    image 654newjob.png
    1. Job type
    2. Job source
    3. Job description
  5. Enter the schedule details:
    Group 8newjob.png
    1. Start/end
    2. Team members

      You may only see techs who are available based on whether their skills and service areas are compatible with 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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