Creating Jobs from a Location

Alex McGinnis
Alex McGinnis
  • Updated

ServiceTrade provides several methods for creating Jobs. Jobs can be created from Quotes, from the Dispatch Board, the Scheduler view, or from the Location page itself.

This article will walk users through creating and managing Jobs from the Location page.

Creating a Job from the Location Page

  1. From the desired Location page, click the Add a Job button in the action menu on the right-hand side of the page.
  2. A new window will appear, allowing you to enter information about the new job. This includes Service Vendor, Service Due Date, Job Type, Contract, and existing services on the location that can be added to the job.
  3. Once you have filled in the desired information (fields marked with a red asterisk are required), click the Create Job button to add the job to the location.
  4. This will open the recently created Job, which is then able to be edited as needed.

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