Click on + Job

Fill in the customer information and click on Create Job

You will be directed to the Jobspace for this project

Click on the + in the Work orders / Visits section. Fill in the basic information and save by clicking on ✅

The visit will appear in the list, so just click to open it and fill in the work order.

Select

a. On the Calendar (drag & drop) a block of hours in the column of the employee you wish to assign, and select New visit at the bottom

or

b. Click on the + button at the top right of the screen and select Visit

Search or create a contact, then click Create visit

In the Visits grid, click + Visit at the top right

Search or create a contact, then click Create visit

Use pencil to change location if necessary, then save.

Select the appropriate service (e.g. wildlife management)

Select date and time, then save

Fill in notes if necessary. These will appear on your customer's work order

Choose resource from drop-down list

Add-on modules (see guides below)

Click on the scroll bar in the History section to see all actions that have taken place since the work order was created.

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