Choose a customer, create a job, and book its first appointment.
Choose the customer and create the job
Tip: If the customer is new, start a new customer record from the customer picker. On web, select Add. In the mobile app, select +.
On web, in Schedule, select Add > Add an appointment. In the mobile app, on Home, select Book a job.
Search for the customer, then select them.
If you see both job options, select Create new job. In the mobile app, this option is Create a new job.
Confirm the service location.
If it applies, select a Lead source.
Book the appointment
Note: Check Automated client notifications before you schedule work that should send the customer updates.
Review Automated client notifications.
Choose the Appointment type. Types are grouped by trade and show their durations. In the mobile app, choose a trade category or search, then select the type.
Choose the date.
On web
Set the Start and End times.
Select Assign team member, then choose the person.
Review the details, then select Schedule.
In the mobile app
Select Select time slot.
Choose a Start time. The End time fills in from the appointment type's duration.
Select Continue to return to Job details.
Review the details, then select Schedule and follow the steps on screen.
Tip: Check the end time before you select Schedule. It's calculated from the appointment type.
If you can't select Schedule, check that all appointment details and the team assignment are filled in.
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