We're going to save you tons of time when it comes to creating, scheduling and dispatching jobs. Just a few clicks, get going!
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First, you can create a job in the Web Portal or the Servgrow App (IOS and Android).

We'll start with the Web Portal. Click here to go the Servgrow App instructions.

To successfully create a new job inside ServGrow, you need to complete these four sections:

There are a few different areas where you can create a job; via the navigation bar up top, through the schedule (on any view), the quick create menu, the customers page, or converting an estimate to a job.

We'll start with navigation bar up top. Click the "New" button on the upper right corner and select 'Job'.

This section lets you add the customer you will create the job for. If you haven't added the customer from the Customers section, you can add them here directly.

1. Type the name of the customer in the Search box and select the customer from the list.

If the customer is not in your customer list, you can enter their name and then select the '+ Add Customer' when prompted. (You'll be prompted when ServGrow doesn't have a name associated with who you're typing in) page.

Need to learn how to add a new customer? Jump to this article.

2. Verify the customer details and click 'Next' at the bottom of the screen.

By default, your scheduler is set to Week View. You change the scheduler's interface by Month, Day, or your actual Schedule.

Now let's start to schedule.

1. Click on the slot on when you want to set the job's day and time schedule.

We will schedule a job on Tuesday (May 3rd) at 9:00 AM in this example.

2. If you are scheduling an "Anytime job" tick the 'Anytime' checkbox.

Anytime job is a job that doesn't have a specific time scheduled. Anytime jobs give you more flexibility when a particular job starts during the day. Selecting 'Anytime' will remove a particular start and end time from the schedule details; however, it will keep the same date.

3. Next, complete the job's schedule details.

After clicking on the day/time in the scheduler, it will bring up the schedule details screen with the day/time you selected. This is where you can edit and add all the schedule details about the job.

a. Job Title: The title of the job (any name you want to use to identify the job).
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b. Start Date: This will auto populate as the date you selected in the scheduler. You can edit this.
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c. Start Time: This will auto populate as the time you selected in the scheduler. You can edit this.
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d. End Date: This will auto populate as the same date you selected in the scheduler. You can edit this.
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e. End Time: This will auto populate two hours past the time you selected in the scheduler. You can edit this.

f. Anytime: An 'Anytime' job is a job that that doesn't have a specific time scheduled giving.
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g. Select Team: Select the team members who will be working the job or appointment.

h. Job Recurrence Option: Job recurrence gives you the option to set the schedule once for jobs that repeat at regular intervals. More details on the Job Recurrence Option here.

i. Arrival Time Window: The arrival time window allows you a little more flexibility as to when you will arrive for the job. The arrival time window is also communicated to the customer and can be customized to your business. More info on the arrival time window here.

j. Appointment Reminder: This is where you have the option to send an appointment reminder the day/night before the job (Sending an appointment reminder will save you from a lot of "no-shows"). People get busy and sometimes forget about an appointments. The appointment reminder is here to prevent that.

Note: The appointment reminder notification can be customized to fit your business. Go here to customize your appointment reminder.

4. Once you completed the job's schedule details, click 'Schedule Job'.

Your job is scheduled and will now take you to the 'Job Details' page (if you see the calendar, just click 'next').

Time to add the services and materials used for the job. You can add the services involved with the job, the materials used, and discounts. By completing the mentioned details, we will automatically compute the payment summary of the job that you will be charging to the customer.

Let's get started!

1. Click the Services Name textbox.

If you haven't added services to your service list, go here to add them.

2. Select the service for the job.

Clicking in the service name (or + Add Service from Service List) will bring up a list of your services to select from.

You can also add a new service with the option to save it in your service list.

3. You can add as many additional service lines by clicking '+ Add Service item'.

4. If the service is taxable, tick the Add tax to this item checkbox.

If you added multiple Tax Rates, you could select the particular Tax Rate on the Payment Summary later.

5. Add the Materials details.

Similar to your Service, you will also need to add the Name, Price, Description, and all the required details in this section.

6. To add a company discount, click on the drop down to pick from your company discounts or create a new one.

When creating a new one, select '+ Create a New Company Discount' and add in the details.

Jump to this article if you need to learn how to create a discount.

7. (Optional) Click '+Add Message' to create a custom message on the invoice.

8. Review your Payment Summary. If you added a Tax Rate to your Service or Materials, choose the correct rate.

If you are ready to go to the next section, click 'Next'.

1. Start adding the job's Additional Details. You can also include additional *notes about this particular job.

*These notes are for internal use only and will not be shown to the customer. They will appear in the private notes section of the job details section.

Specific fields are:

a. Additional Info: Example: Resident will not be home for this visit. Gate is unlocked.

b. Job Tags: Example: Commercial, Residential, etc.

c. Images: Upload images related to this job.

2. After adding in the additional info, review the Customer Information displayed on this panel.
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At this point, you can still edit the job's scheduled time by clicking the eraser icon and then click the '+Schedule time' again to add the new schedule.

3. Click 'Create Job'.
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Congratulations! You just created a new job and you will see it in your jobs list.

Looking to set up a recurring job, go here.