Formitize Help Desk

There are many ways to create a new job in the App or Web Portal (with user permission)

In the App select NEW in the top right hand corner or by selecting the round Plus button ( + ) in the bottom right hand corner.

Or through the Diary hold your finger / stylus down on the time that you would like to create the job for and the New Job page will appear. Complete the job information and save. 

To create a NEW job in your Web Portal, CRM > Jobs > + New Job.

Or, you can create a new job through the Scheduler in your Web Portal, CRM > Scheduler > + New Job or drag over the time and the user that you would like to create a job for to access the new job page;

Or use Scheduler > Quick Create > Fill the details in the fields > Drag and drop + New Job

Or, through the home dashboard > Job +;

And through to CRM Customer contact card in Activity > Jobs > + New Job;