How to create a job

Create a booking through the Customer, Scheduling, or the Jobs module
K
Written by Khari
Updated 2 years ago

You can create a Job in ModernMaid.io from 3 different places:

  • Jobs
  • Customers
  • Scheduling

How to create a job from Jobs:

  • Click on 'Jobs' from the left side panel
  • Click on Add Job in the top right corner
  • Fill out the job details
  • Make sure to 'Save' at the bottom

How to create a job from Customers:

  • Click on 'Customers' from the left panel
  • Click on 'Add Customer' in the top right corner
  • Filling out the customer details first is a requirement
  • Click 'Save & Create Job'
  • Fill out the job details for that customer on the next screen
  • Make sure to 'Save' at the bottom

How to create a job from Scheduling:

  • Click on 'Scheduling' from the left side panel
  • Click on 'New Booking' in the top right corner
  • Fill out the job details
  • Make sure to 'Save' at the bottom

Still need help creating jobs? Email us at hello@modermaid.io - our 24/7 support is 2nd to none!

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