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Creating a Job on Mobile

Overview

Once you've created Clients and Team Members, it's time to create Jobs to link them. You can also assign Sub-Items within Jobs for larger tasks.

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Steps

Select the “More” tab on the bottom navigation bar and select “Job Sites".

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Select the “+” symbol on the top right corner to fill in the “Job Details”.

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Input a Name for your Job, and select the Client you want to assign that job to.

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Input the Job address at any time.

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Select which team members are to be assigned to the Job. 

Create any notes if required. These can only be seen by Administrative users.�

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Select “Create Job” and your new Job will appear on your Jobs list.

You have successfully created your first Job. 

Next

Inviting Team Members on Mobile

Related Articles

Creating a Client on Mobile

We hope our Article assisted with your JCards account setup. If you have any questions please get in touch via support@jcards.com.au