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4 min read·Updated 2024-10-08Create your first job
Step-by-step guide to creating a new job with customer, type, and scope.
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Create a Job
- Click **New Job** in the top bar.
- Pick or create a customer.
- Select the job type (Residential, Commercial, Custom Fab, etc.).
- Enter the site address and scope of work.
- Assign a Project Manager and target start date.
- 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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