Create a job (and its customer)

Preconditions

• Fictional homeowner details ready to type.

Steps

• 1. Open the dialogDo: Click "New job" at the top of the sidebar (or the "+" on a phone, or "Create new project" on the Jobs page).Expect: Dialog titled "New job" with the line "Who is the homeowner and where is the roof? You can add photos and a quote next."Actual:
• 2. Enter the homeownerDo: Fill Client First Name, Client Last Name, Email and Phone. All four are required and the email must be valid. Company is optional.Expect: Validation messages appear under any field left empty when you try to submit.Actual:
• 3. Enter the propertyDo: Fill Address Line 1, City, State / Province and Zip / Postal Code. There is no second address line; put a unit number in Address Line 1.Expect: All four are required.Actual:
• 4. Name and lead sourceDo: Leave Project Name blank unless you want a custom name. Optionally pick a Lead source: Phone call, Website, Referral, Google, Facebook / Instagram, Door knocking, Repeat customer or Other.Expect: A blank name becomes "<Last name> – <Address line 1>" after saving.Actual:
• 5. Create and land on the jobDo: Click "Create job".Expect: Toast "Job created" and the job page opens. On the board the job sits in New lead; on Customers the homeowner now appears with 1 linked project.Actual:

Known pitfalls to probe

Trigger each situation deliberately and check the app behaves, or guides the user, as described.

• The homeowner has no email address.What should happen or be shown: Email is required to create a job. Use a placeholder you control (for example office+smith@yourcompany.com) and edit it later in Project Settings when you have the real one.