How do I create a job?

Updated 8 Sep 2026

On Jobs (or My Jobs), click Add Job Request. Agents can only make a one-time job assigned to themselves.

1. Click Add Job Request.
2. Fill First Name, Phone, City, Description. These are required.
3. Start typing City. Pick a suggestion if you see the right place. If nothing matches, type the name anyway.
4. Email and street address are optional.
5. If the client already exists, pick them. Then pick a saved address or type a new one.
6. Manager: pick Status, Assign Agent, and Visit Date if you know them.
7. Team lead: you can assign yourself or a teammate. You cannot leave the job unassigned.
8. Leave Schedule Type on One-time unless you need a repeating visit (Pro, manager only).
9. Click Create Job Request.

Jobs sit in New job requests, Forgotten In-Progress jobs, or Active jobs.