⏱️ 4 min read

Creating Jobs and Schedules

Set up one-time and recurring jobs for your customers. Add durations for accurate ETAs and use description suggestions to save time.

Select a customer

Open the customer you want to create a job for. Tap on their name from the Customers list.

Tap 'Add a job'

In the customer view, tap the 'Add a job' button to open the job form.

Enter job details

Add a description (e.g., 'Window cleaning - front and back') and set the price for the job. You'll see suggestion chips below the description field showing your recent job types—tap one to use it.

💡Description suggestions save time when you do similar jobs for many customers.

Set the estimated duration

Tap a quick-select button to set how long the job takes: 15m, 30m, 45m, 1h, 1h30, or 2h. This is optional but helps the app calculate accurate ETAs and day capacity.

💡Adding durations to your jobs makes route optimisation and day planning much more accurate.

Choose the frequency

Select how often this job repeats: One off for single jobs, or Days/Weeks/Months for recurring work. Set the interval (e.g., every 2 weeks for fortnightly, every 4 weeks for monthly).

💡Based on the frequency, we'll calculate when the job is next due and show it in your Planner for you to schedule.

Set when to start

For new jobs, tick 'Schedule for today' to add it to today's schedule. If this is an existing job you've done before, select 'Done in past' and enter when you last completed it.

Save the job

Tap 'Save' to create the job. It will appear in your Planner when it's due, ready for you to schedule.

What's next?

Planning Your Week Understanding ETAs Completing Jobs

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