- From the sidebar menu select Jobs.
- Then select Job List.
- On the top right click the Create Job button.
- In the customer selector start typing to select a customer or add a new one.
- In the contact selector start typing to select a contact or add a new one.
- If the job requires a location, in the location selector start typing to select a location or add a new one.
- In the job type selector start typing to select a job type or create a new one.
- Fill in a description for the job.
- Complete any other job fields you have on the job (Add Job Fields).
- Click Create Job to complete the process.