> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create a job in the iOS app

> Learn how to create a job in the iOS app in ServiceM8.

<iframe src="https://fast.wistia.net/embed/iframe/2vz8pq38id?web_component=true&seo=false" width="100%" height="400" frameBorder="0" allowFullScreen />

## 1. Create a new job.

From the ServiceM8 iOS mobile app, tap **Jobs**, then tap **+**.

<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-482-303-1.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=849da24000f3bf689ce3ac604adb516f" alt="" width="407" height="798" data-path="images/009-482-303-1.png" />

Tap **New job**.

<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-482-304-2.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=b39a5c4f75f2c9b65d0df927fe168fac" alt="" width="407" height="335" data-path="images/009-482-304-2.png" />

## 2. Complete the job card fields.

* **Client Name:** Use to search for existing customers, or to enter a new customer name. This can be an individual's name (for example, the home owner), or a company name.

* **Job Address:** Enter the job address. If the customer is already in the system, the address will automatically populate. If you are creating a new customer, ServiceM8 will suggest addresses as you type.

* **Contact Details:** Enter the Job Contact information.

* **Job Description:** Enter the scope of work so that your team knows what needs to be done.

* **Job Status:** New jobs should start as a *Quote* (if the customer needs to see and accept a quote first) or *Work Order* (if the job's confirmed to go straight ahead).

* **Category (optional):** This field lets you organize your jobs any way you'd like. Default categories are *After-Hours*, *Standard*, *VIP*, and *Warranty*, but you can customize categories to meet your needs.

<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-482-309-3.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=8768bd602b2801d939eddf43045240e3" alt="" width="407" height="794" data-path="images/009-482-309-3.png" />

## 3. Tap Save.

<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-482-326-4.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=495f9848f71a1853fe7b7f586c532983" alt="" width="407" height="168" data-path="images/009-482-326-4.png" />

You will be prompted to dispatch the job to a staff member. Tap **Cancel** to continue to add more information to the job card before scheduling.

<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-482-345-5.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=eb64a635339c92b160f46cda906c0dbe" alt="" width="407" height="318" data-path="images/009-482-345-5.png" />

## 4. Complete any additional fields.

* **Checklist (optional):** To ensure a job is done properly, add a list job requirements or tasks for field technicians to check off in the app while onsite. Under *Checklist*, tap **New Item** to add a new task. If you include the word "Photo" in a checklist item, such as "Take a photo of the installation", the camera in the app will automatically open when the technician taps the checklist item, then save the photo to the Job Diary.

* **Billing Contact (optional):** Complete if the job's billing contact is different than the job contact (for example, if you are billing a landlord but the tenant is the job contact)

* **PO Number (optional):** Enter the customer's purchase order information here, if applicable.

* **Job Notes / Attachments (optional)**: Use the Job Actions bar at the bottom to add any notes about the job that don't belong under the Job Description or Checklist fields.

<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-482-346-6.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=9d554cf0e75eb84000de3f787b949e0e" alt="" width="407" height="803" data-path="images/009-482-346-6.png" />

## 3. Close the job card.

At any point, you can tap **Done** to close the job card.

That's it, you have created a new job! The new job card automatically syncs with your Online Desktop. When you are ready, you can either schedule the job or build a quote.

***

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