What's a Job, anyway?
Think of a Job as the folder for one client's work. It keeps track of:
When you show up (the schedule)
What you're charging for (the service and price)
Who the client is
When they get billed
Set it up once, and it runs on its own, whether it's a one-time gig or something you're doing every week: visits land on your calendar, invoices draft themselves, and you just show up, do the work, and send the bill when you're ready.
When should you make one?
You've got a regular client, weekly cleaning, monthly maintenance, whatever the routine is.
You booked a one-off job and want it on the calendar with the price locked in.
You're tired of building the same invoice from scratch every time.
Setting it up
Hit Create new → Job from your Today screen, or from the Schedule tab.
Tap When. Pick how often you provide the service (weekly, monthly, whatever fits) and lock in the day and time. Just a one-time job? Pick a single date instead.
Tap Service → Add a service. If something's not in your price book yet, tap Add Item and set it up, so you can add it in one tap for next jobs. The total per visit adds itself up as you go.
Tap Client. Pick someone you've already got, or add them fresh.
Tap Invoice and pick how billing works:
Per month: one bill covers the whole month's visits. You review it before it goes out.
Per visit: a bill drops after every single visit.
Check the summary, then tap Create job. Done.
You'll see Autopilot on: visits are scheduled, and the first invoice's already drafted, waiting on your review.
A few other things worth knowing
Bringing on a technician? Invite them from the visit screen. They see the schedule, not your client's info or prices. That stays with you.
Need to change something? Open the Job and edit the schedule, service, client, or billing setup anytime.
Job's done for good? Delete it, and future visits tied to it go away too.