How to Create a New Job
Book jobs, tasks, and events with ease. Manage one-off visits or recurring schedules for your team.
Ways to Create a Job
From Scratch
Use Quick Create or the Jobs tab. Select any client to begin.
From a Quote
Click More Actions on a quote and choose Create Job. Data is automatically synced.
Job Details
Title & Instructions
Enter a title for your records and detailed instructions for your team. If you're coming from a quote, these fields are pre-filled.
Payment Method
Select how the client intends to pay. You can manage your saved payment methods directly from this window.
One-Off vs. Recurring Jobs
One-Off Jobs
For jobs that occur once (e.g., end-of-lease cleaning, installations). Can involve multiple visits but no repetition on the schedule.
Recurring Jobs
For repeating services (e.g., weekly cleaning, monthly pool service). Set the start date and select the frequency (daily, weekly, monthly).
Scheduling & Team
Choose a Start Date and Time based on your availability. HiTradies automatically estimates completion times.
Assigning Team Members
Search and select team members to assign them to the job. You can set compensation as:
- Fixed Amount: A set rate for the entire job.
- Time-based: Calculated using the member's hourly salary.
Pro Tip: Job Offers
Use the Offer Job feature to send notifications to multiple team members at once. The first to accept takes the job!
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