Creating a Job on Desktop
To start assigning team members to clients, you will need to setup your job sites. These steps apply to the desktop platform only.
- Select the “Job Sites” tab on the left-hand side navigation bar.
- Select the “Add Job Site” blue button at the top navigation.
- Add your job site name and shortcode, select your client from the dropdown, and confirm their address. Here, you can also add details in the Notes section. For example, you may want to note what is happening on the job site.
- Select "Save New" to confirm.
You have successfully created your first Job Site.
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