1
From an approved estimate
Open the estimate. If they agreed by phone, click Mark approved. When the page says Ready to convert, click Convert to job. The estimate then says Converted to a job. Open job takes you to the work. The price lines come across with it.
2
From a customer
Open the customer and click Create → Job. An empty Jobs section also has New job. The customer and their service address are already on the job. You still add a title, the work, and a visit.
3
From the Jobs list
Click Jobs, then Create Job. Pick the customer. If they are not in the list, click New customer on that form. Set Job title (this is what the schedule, estimates, and invoices show) and Problem / work needed.
What you can set while creating
Generate with AI writes Problem / work needed from the job title. You can edit it before you save.
The job number is assigned from Job settings. You do not type the next number on this form unless that pattern is set up to include one.
Saving the job does not put it on the calendar. Book a visit next: How to schedule a visit.
