Create a job (and its customer)

Before you record

• Fictional homeowner details ready to type.
• Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

Narration, in order

1. 0. Intro: Create a job (and its customer)

   0:00 · 20s

   Title card, then the first screen of the lesson.

   Creating a job takes thirty seconds, but a few details, like the default name and lead source, are worth knowing. Let us create one.

2. 1. Open the dialog

   0:20 · 32s

   Click "New job" at the top of the sidebar (or the "+" on a phone, or "Create new project" on the Jobs page).

   New job is always one click away: the sidebar button, the plus on mobile, or the Jobs page.

   Show before cutting: Dialog titled "New job" with the line "Who is the homeowner and where is the roof? You can add photos and a quote next."

3. 2. Enter the homeowner

   0:52 · 32s

   Fill Client First Name, Client Last Name, Email and Phone. All four are required and the email must be valid. Company is optional.

   First the homeowner. Name, email and phone are required: the email is where the proposal will go, and the phone is used for text reminders.

   Show before cutting: Validation messages appear under any field left empty when you try to submit.

4. 3. Enter the property

   1:24 · 32s

   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.

   Then the roof: street, city, state and zip. This address flows into the proposal cover, the calendar and the material order.

   Show before cutting: All four are required.

5. 4. Name and lead source

   1:56 · 32s

   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.

   You can skip the name; the app names the job after the last name and street. Lead source is optional but worth a click, because later you will want to know which channels pay.

   Show before cutting: A blank name becomes "<Last name> – <Address line 1>" after saving.

6. 5. Create and land on the job

   2:28 · 32s

   Click "Create job".

   Create job, and we are on the job page. The board has a new card in New lead, and the Customers page has the homeowner with one job linked.

   Show before cutting: 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.

7. 6. Recap & next lesson

   3:00 · 15s

   Hold on the finished result, then the end card.

   Job created. Next we tour the job page, where everything about this homeowner lives.