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Creating a new scheduled job.

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  • Creating a new scheduled job.

    Make sure you are on the tab “Job Calendar”

    Click the “New” button

    A “Please Select Customer for Scheduled Job” window will appear.

    Use the drop down box in one of the three options to select a customer.

    Click the “OK” button.

    A “Step 2 of 8 - Service” window will appear.

    “Job Description” - Choose a service from the drop down box. The services that appear here are those you have previously entered in the “Service” page located on the green navigation bar. You can also type in a service name such as Lawn Mowing.

    Click the “Next” button at the bottom of the window.

    Continue to click the “Next” button past the following windows, “Materials”, “Equipment”, “Chemical Application” until you get to the window “Frequency.”

    “Interval” - If you service this lawn once a week then leave the Interval at “1 - Week(s)”

    Click the “Next” button at the bottom of the window.

    Click the “Next” button through the “Job Dates” window.

    You should be on the “Billing” window now.

    “Service Price” - Enter the fee for this service.

    Click the “Finished” button at the bottom of the window.

    You should now be back at the main “Schedule” page. Look at the calendar and you should see a day that is green. Click on that day and you will see the job appear in the job list below the calendar.
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