Create a job for work that employees or resources need to carry out. A job can belong to an order or stand alone.
Start the job
Open Jobs.
Select Create job.
Under Attach to order, search for an existing order when the work belongs to one. Leave this empty for a standalone job.
Select a job template to reuse its standard content, or leave every template unselected.
Select Create or Create without template.
If the selected template contains order lines, you can choose Create without order lines when those lines should not be copied.
Add the work details
Open the new job and add the information needed for planning and execution:
title and description
date, start time, and estimated duration
employees and resources
customer and address when relevant
order lines, notes, files, and checklists
A job attached to an order shares the order's customer and commercial context. A standalone job can be moved to an order later from its available actions.