To create a job in the system, follow the steps outlined below
1. Navigate to the Jobs Section
From the left-side panel, select Jobs.
Click Create Job to start a new job entry.
You will be directed to a form where you can input job details.
Note: You can save and close the job at any stage, and return to add or modify job details.
2. Fill in Job Details
Provide essential job information:
First Name & Last Name – Enter the customer’s full name.
Email Address – Add the customer’s email.
Phone Number – Enter their contact number.
Company Name – If applicable, enter the business name.
Source – Select where the job originated from (e.g., Website, Advertisement, Google Ads).
Job Type – Choose the type of job (e.g., Local Moving, Packing, Unpacking).
Preferred Time Slot – Select the customer's preferred job timing.
Preferred Date – Choose the scheduled job date.
Move Size – Specify the move size (e.g., 2 Bedroom, 3 Bedroom).
Furnishing Type – Indicate if the property is fully furnished, lightly furnished, or unfurnished.
Heavy Items – Specify if the job includes heavy items.
Add Inventory (if applicable) – Attach an inventory list.
Click Next to proceed to property details.
3. Enter Property Details
Pickup & Drop-off Address – Required for moving jobs.
Job Address – Used for packing/unpacking jobs.
Property Type – Select House, Apartment, or Office.
Access Details – Choose any applicable access conditions:
Stairs
Elevator
No Parking
Steep Driveway
Additional Details – Enter:
Number of flights (if applicable)
Walking distance from the truck to the entrance
Additional Stops – Add multiple stops if required.
Click Next to proceed to quote estimation.
4. Quote Estimation
This step allows you to generate an estimate, apply automation rules, or manually add line items.
Option 1: Auto-Generate Estimate
Click Auto-Generate Estimate to automatically populate charges based on:
Job Type
Move Size
Inventory Volume
Pricing Configurations set in Pricing Settings
Option 2: Manual Entry of Line Items
You can enter job charges manually in two ways:
Search for an Existing Line Item
Type in the Item Name, and a dropdown will display saved line items from settings.
Create a Custom Line Item
If the required service is not listed, enter a custom line item by filling in the following details:
Rate – Cost per unit.
Quantity – Specify the number of units (e.g., hours, number of movers).
Unit Type – Choose Per Hour, Per Unit, or Fixed Price.
Tax – Apply tax (e.g., GST).
Total Amount – The system calculates it automatically, or you can enter it manually.
Note:
Fixed Price ensures a set charge (e.g., Callout Fees).
HR (Hourly) rates will reflect job hours recorded in the Job Sheet or Crew App.
Once all line items are added, click Submit Job to finalize the job.
5. Completing the Job
After adding the required services, click Submit Job to confirm and save the job.
