Help centre / Jobs, Emergencies & Works Orders

Create & edit a job

Direct job creation, editing fields, recurrence and cloning.

Create

Jobs → New Job (or convert a request). Pick the client, address (lookup + what3words), category, schedule, assignee and instructions. Attach photos and documents, choose a checklist template and job forms.

Edit

Open the job → Edit. Schedule changes notify the assignee and — for portal clients — the client. Address changes re-geocode for maps and routing.

Recurrence

For simple repeat jobs the Recurring panel spawns the next occurrence when one completes. For contracted, calendar-driven work use Contracts instead — visits are generated ahead, clients can book dates and invoicing is per visit.

• Clone: duplicates title, client, address, category and instructions into a new job.

Related: Contracts overview · Job status workflow