Creating a New Job
How to create a job and fill in customer and service details.
Click "New Job" from the Jobs page or the sidebar shortcut. You can search for an existing customer, or enter walk-in details. Fill in the customer's name, phone number, email, and service address. Then select the service type — the options are tailored to your industry (for example, an appliance repair shop chooses an appliance type like Refrigerator or Washer).
Finding a customer and choosing a location
Use "Find existing customer" to search by name, phone, email, or customer ID. After you select a customer who has multiple sites, pick the correct Service location from the dropdown (for example a specific store). You can also add a new location with a label and address on this form. For a full walkthrough of multi-site accounts, see Customer Locations under Help Center → Customers.
Equipment Details
Optionally record the equipment brand, model number, and serial number. Add an issue category and a free-text description of the problem the customer reported.
Automatic Job Creation
Jobs can also be created automatically from several sources: the AI Voice Receptionist when it answers a customer call, Thumbtack lead imports, or the public online booking page. These auto-created jobs are tagged with their source for easy identification.