Create a job
Step-by-step: raise a brand new job from the Scheduler.
Most jobs sync in from your ERP automatically, but sometimes you need to raise one straight from the Scheduler - a walk-in request, an internal job, anything that hasn’t hit Infusion yet.
Jobs created here are pushed straight through to Infusion Online, so they stay in sync with your accounts the same as any job that started life in Infusion.
Jobs created here are written into Infusion Elite through the Tradie connector on your own server, so they land in Infusion the same as a job raised there directly. The connector has to be running: if it is stopped, saving the job fails rather than queuing quietly.
Step by step
- Click Create Job above the jobs list.
- Set the Date the job is required.
- Search for and select the Customer - use Create New Customer first if they’re not in the system yet.
- Fill in the Customer Reference, Job Name and Job Description.
- Choose the Job Category and starting Job Status.
- Optionally set Assign To User if you already know who’ll do the work.
- Click Save.
The new job appears in the Pending jobs list, ready to be booked - see Book a job to a team member.
See also
- The jobs list - where the new job appears
- Book a job to a team member - putting it on the calendar
- Jobs: Pending, Progress, Admin - the three buckets a job moves through