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Jobs & Projects
4 min read·Updated 2024-10-08

Create your first job

Step-by-step guide to creating a new job with customer, type, and scope.

Play video · 4 min

Create a Job

  1. Click **New Job** in the top bar.
  2. Pick or create a customer.
  3. Select the job type (Residential, Commercial, Custom Fab, etc.).
  4. Enter the site address and scope of work.
  5. Assign a Project Manager and target start date.
  6. Save — the system assigns a job number (e.g. `GV-2024-042`).

Tips - If the site address matches an existing customer, we auto-link contacts. - You can attach a quote later from the **Quotes** tab.

Tags:
job
create
beginner
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