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Create a job

A job is one piece of work: who it's for, when it's happening, and the steps your team follows on site. Start one from Jobs → New job, or straight from a customer or project.

New jobDraftCancelCreate job
1

Who it's for, and what it's called

Pick the Customer— and if they're not in the list yet, type their name and create them right there without leaving the page. Give the job a nameyou'll recognise on a list (“Boiler replacement”, not “Job 4”). Adding it to a Project is optional, and can wait.

Customer
Harper & Sons
Job name
Boiler replacement
Project
—
2

Your reference and the dates

Reference is your number for it — the customer's PO, or your own. A start date puts the job on the schedule and its status reads Scheduled until work begins. Target completionis what you promised; it can't be before the start date.

Reference
PO-4471
Start date
4 Aug 2026
Target completion
6 Aug 2026
3

Build the job sheet

The right-hand card is the job sheet — the steps the team ticks off on site. Add step builds one row at a time, or Apply template drops in a job sheet you already use and lets you tweak it for this job. You can also leave it empty and build it later.

Job sheetApply templateAdd step
Build the job sheet
Add a step, or apply a template you already use.
4

Switch on any compliance you need

If your company has regulatory schemes enabled, they're offered here — off by default. Switch one on and this job gains its record and documents. Only turn on what the job actually needs; you can't tidy it away later without losing the record.

Regulations & compliance
Off by default — switch a scheme on to add its documents.
GasLandlord and installation records
Fire doorsInspection and remedial records
5

Create it

Create jobsaves everything at once — details, job sheet and compliance — and opens the job's own page. From there you assign people, log costs, raise a quote and watch the evidence come in. Nothing is committed until you press it: the header shows Draft the whole time.

Tip — creating the same kind of job over and over? Build the job sheet once, save it as a template, then every new job is two clicks — customer, name, apply template.

More in Jobs

  • The job page — How one job page tracks the work, the photos and the money in one place.
  • The job sheet — Build the steps your team works through on site, and ask for photo evidence where it matters.
  • Phases — Split a long job sheet into stages, and give each stage its own people.
  • Assign people — How work reaches a phone — and why a contractor only sees the jobs they're assigned to.
  • Job statuses — What each status means, and why most of them are worked out for you.
  • Corrections — Send work back in writing, against the exact step, and close the loop properly.

See what else Job sheets can do, or browse all guides. Still stuck? Email support@jobivo.co.uk.