Adding a New Job

Overview

Jobs are the individual cleaning tasks you schedule for your clients. Each job is assigned to a client and site, can be one-time or recurring, and can have team members assigned to complete the work.

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Step 1: Open the Create Job Form

There are several ways to create a new job:

• Click Operations in the sidebar, then Jobs, then click Add Job
• Use the quick action menu (+ icon) in the top navigation bar
• From a client's profile page, click Add Job

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Step 2: Select Client and Site

Choose where the job will take place:

Field	Description
Client *	Select the client from the dropdown. This will load their available sites.
Site *	Select the specific location where the work will be done

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Step 3: Set Schedule

Configure when the job should be completed:

Field	Description
Scheduled Date *	The date the job should be completed
Start Time	When the job should begin (default: 9:00 AM)
End Time	When the job should finish (default: 5:00 PM)
Job Type *	Select One Time for a single job, or Recurring for regular scheduled work

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Step 4: Configure Recurring Jobs (Optional)

If you selected "Recurring" as the job type, additional options appear:

Pattern	How It Works
Daily	Job repeats every day (select which days of the week)
Weekly	Job repeats every week on selected days
Fortnightly	Job repeats every two weeks on selected days
Monthly	Job repeats monthly (e.g., "First Monday" or "Last Friday")

Set an End Date for when the recurring job should stop, or leave empty for ongoing work.

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Step 5: Set Priority and Details

Add additional information about the job:

• Priority - Low, Normal (default), High, or Urgent
• Estimated Duration - How long the job should take (in minutes)
• Description - Details about the work to be done
• Special Instructions - Access codes, parking info, or other notes

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Step 6: Configure Billing (Optional)

If the job is billable:

• Tick the Billable checkbox
• Enter the Billing Rate for this job

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Step 7: Assign Team Members

Select which staff members will complete this job:

• Tick the checkbox next to each team member you want to assign
• The first person selected becomes the Lead for the job
• Assigned team members will see this job in their schedule

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Step 8: Save the Job

Click Create Job to save. A unique job number (e.g., JOB-2024-00001) is automatically generated. You'll be taken to the job details page where you can:

• View and edit job information
• Add or manage tasks
• Track time entries
• Update job status