Why is this important?
The Job module is the heart of your operations. It connects everything: the customer, the schedule, the pricing, and the technician in the field. By setting up a job correctly, you ensure accurate billing, track your profit margins in real-time, and ensure your team has the checklists and equipment they need to do the work.
Step 1: Start a New Job
From the Dashboard, click the green (+) Create New button in the sidebar.
Select Job from the menu.
The Job Creation screen will open.
Step 2: Header Actions & Status
The top header controls the lifecycle of the job.
Status Dropdown: Update the progress of the work.
Pending (Default), Scheduled, On My Way, Start Job, Complete, or Cancelled.
Create Invoice: Click this to instantly convert the job into an invoice. It will sync all line items and customer data automatically. Once created, this button changes to View Invoice.
Tags: Add labels (e.g., "Urgent", "VIP") for easy filtering.
+ Add (Child Jobs): Use this to create a "Child Job" linked to this one—perfect for multi-day projects that require separate schedules but share the same customer info.
Communication Tools:
Notes: Add internal timestamps notes for your team.
Message Center: Chat directly with the customer via SMS/Email.
Access: Record gate codes or entry instructions.
Step 3: Customer & Scheduling Details
Navigate to the Details tab to set the "Who, Where, and When."
Customer Section
Add Customer: Select one or multiple contacts.
Notify: Toggle this checkbox to control exactly who receives email/SMS updates (e.g., notify the tenant, but bill the landlord).
Responsible Party: Select who is paying the bill.
Service Location
Select an existing property or create a new one. A Google Street View preview will appear to confirm the location (use the toggle to hide this if needed).
Schedule Section
Technician: select the employee for the job.
Date & Time: Set the Start and End times.
Calendar View: A calendar preview will appear to help you avoid double-booking your staff.
Step 4: Adding Items (Services & Pricing)
Switch to the Items tab to build the scope of work.
Add Item: Use the dropdown to select Service Items, Inventory, Warranty Plans, or Service Plans.
Item Card: Each item shows the Quantity, Price, and Tax status.
Feature: You can use WIZniche AI to help generate a Scope of Work description.
Financials: The bottom of this tab automatically calculates the Subtotal, Tax, and Grand Total based on your settings.
Step 5: Job Costing (Profitability)
Switch to the Job Costing tab to see if you are making money.
Visual Chart: View a breakdown of Expenses vs. Labor vs. Margin.
Track Costs: Use the New Time Entry and Add Expense buttons to record actual costs (like fuel or extra parts bought on-site) to ensure your profit margin is accurate.
Step 6: Operations & Field Tools
These tabs ensure your technicians have everything they need.
Equipment: Assign assets to the job. Use the Release button to check them back in when the job is done.
Checklists: Attach mandatory forms (e.g., "Safety Inspection"). If configured in Settings, technicians may be blocked from completing the job until these are finished.
Attachments: Upload photos or blueprints. Toggle "Send with Invoice" if you want the client to see these files later.
Step 7: Payments
Switch to the Payments tab to collect money.
+ Payment: Click to open the payment sidebar. You can record partial deposits or full payments here.
Sync: Any payment recorded here automatically syncs to the linked Invoice.
Step 8: Save & Finish
Once the job is configured, use the Footer Bar to:
Save: Save your progress.
Actions Menu: View the Activity Log, Download PDF, or Print the job ticket.
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.