How to add job

26/01/2026
Other
English
Other

00:00: Hello, his tutorial guides you through the process of adding a job within the website

00:05: Click the Jobs menu to access the job management pag where you can view and create jobs.

00:11: Once you clicked on jobs, To create a new job. click new

00:16: Click the appropriate customer from the search results to associate them

00:21: If you have any site attached to this customer, you can able to see it from here. All the address. Auto field. And if there is the different billion address, you can able to do so.

00:31: Enter note for this job

00:33: Click next to step 2

00:35: Now, you can set a job status. Pending, upcoming, ongoing, finished, on the way.

00:46: Payment status paid, awaiting, overdue, refunded

00:50: Payment Method, bank transfer, link or cash,

00:54: how frequently is this job?

00:56: You can do one-off weekly, every 2 weeks, monthly, and custom, you can set how you want.

01:02: Select the appropriate weekdays for the job schedule.

01:06: Select additional weekdays as needed for the job schedule.

01:11: Who would you like to assign to you can set a multiple assign to your team?

01:17: Click assign to ollie will.

01:21: or if you do open job, it can request all the employees and they can able to send requests and admins can able to decide

01:30: Now, the services.

01:32: If you want to add new service, you can do yourself here. Enter service name price and pair per hour or pay per day job. You can also add in company settings

01:43: Estimate hours or you can do track time.

01:49: Set a date and time

01:51: Enter job price

01:53: Click create job.

01:56: And from here now you can see your employees side, which you can upload admin photos, notes.

02:06: If the employees leave note, upload any photo or document, you can view them here.

02:12: Staff will see the checkout time.

02:19: pay to employee, per hour or pay job

02:23: You can add a complaint to this job if there is any.

02:28: People from the table, you can see your booking history.

02:34: Click history.

02:36: Click invoices.

02:39: Invoices already generated.

02:42: And you can able to review, edit,delete send sms for confirmation

02:48: All your jobs appears here, Order information, you provided, and you can filter them here if you need to.

02:56: To send confirmation sms, click here

03:01: there is already template appears, you can edit message or your client number and click submit

03:06: You see preview before sending, click send

03:11: You have successfully added a job, you can also use mobile app