Adding New Jobs
The Add Job function at the top right corner of the Job Lists dashboard allows you to create new job entries with comprehensive details. Click the "+ Add Job" button to open a form where you can input all necessary information, including:
Client Information:
Select an existing client by typing the client's exact name you used when adding their data to Klervo.
You can also click on the +Add New button to add a new client to the database immediately.
Specify service location by typing the client's address and selecting the address in the dropdown menu.
Job Details:
Select the job type from the existing jobs you added before
You can also add a new job type by clicking +Add New and inputting the job name.
Choose a job source from the list of sources you've already added, such as social media, word of mouth, and a website.
You can also add a new job source by clicking +Add New and inputting the source name.
Add any relevant job description
Select inventory items from the inventory you’ve added already.
You can add new inventory items by clicking +Add New and entering all relevant details.
Scheduling:
Set start and end times
Mark it as an all-day event if needed
Assign team members and click save
📝Note: Adding new client, job or inventory item(s) while creating a job listing will automatically add them to their relevant listings sections such as Clients List, Jobs List, and Inventory List.
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