Video Guides

Creating Your First Job

Turn an enquiry or accepted quote into a job you can schedule, update and complete.

Getting Started ยท 0:38

Introduction

Jobs are where the work lives. This short guide shows how to create your first job and keep the details tidy.

What you will learn

  • Create a job from a customer or quote
  • Add the job title, location and notes
  • Save the job ready for scheduling
1:10

Creating Your First Customer

Add a customer record with contact details so every quote and job stays linked to the right person.
Coming Soon
0:49

Creating Your First Quote

Build a clear quote with labour, materials and totals, then send it to your customer.
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0:38

Creating A Job

Learn how to create a job, add customer details and organise your first piece of work.
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