Jobs & field work

Create and assign a job

Add a job, pick who's doing it, and set the time the client is promised.

In the app: JobsOwners, admins and Sales + Tech
  1. Press New on the Jobs page (or convert an approved quote, or use the client page's create menu).
  2. Pick the client and the service address. Not in the list yet? New client at the bottom of the picker (or Add "<name>" as a new client once you've typed a name) opens a small sheet — first name, last name, phone, email — and Add client puts them straight on it.
  3. Add the services. A title is optional: WorkBench names the job after its services ("Mow + Edge") if you leave it blank.
  4. Set a date and time, or choose Anytime. Add an Arrival window if you promise one (like 8–10 am).
  5. Choose who's doing it under Assign to, or tick Outsourced to a subcontractor.
  6. Save. The assigned person sees it on their schedule and dashboard.

If something's not working

"Pick who's doing this job, or mark it outsourced."
A scheduled job needs someone on it. Choose a person under Assign to, or tick Outsourced to a subcontractor. Unscheduled jobs don't need anyone yet.
A job isn't showing on someone's Google or Apple calendar.
Calendar sync only includes jobs assigned to that person. Assign them on the job.

Still stuck?

Talk to a person. We answer the phone and reply to every email.