How to create a job in the app

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This will lesson will show you how to create a job in the ServiceM8 app 4.0.

Tap ( + ) and then tap New Job

Tap ( + ) and then tap New Job

Enter the client or company name

Enter the client or company name

Tip: You can type an existing client's name into the field to search for them.

Enter the job address

Enter the job address

Tap in the Job Address field, type in the job address. ServiceM8 will try to auto complete the address, if it is correct, tap Yes.

Enter the job contact details

Enter the job contact details

Enter the details in each field, if you enter an email contact you will be able to invoice the client via email easily later on. Tap Next.

Enter the job description and set the job status

Enter the job description and set the job status

Enter the description of the work that is to be done for the client. You can create checklists by putting a "-" before a task. For example,  "- Fix the gate". Tap Next.

Save the job or dispatch it to a staff member

Save the job or dispatch it to a staff member

Save the job

Save the job

Note: If you enter a company name it will display in client field.

That's it, you're done!

That's it, you're done!

The job is now on your phone and will automatically sync with your online account. Now the job is created you can navigate to the address, create and send invoices and much more.

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