Field Ops·Jobs·New job

New job

Manual intake — for walk-ins, emergency texts, tech-reported leads. Phone-call intake lives in CRM.

Customer & property

Search existing or add new

Step 1 of 4

Customer*

Amanda Pritchard VIP

2104 Tates Creek Rd · (859) 312-0014 · 2 prior jobs · CLV $4,250

Douglas Bennett VIP

3301 Pine Meadow Ln · (859) 445-2209 · 3 prior jobs · CLV $7,800

R&J Liao

418 Culpepper Dr · (859) 221-7788 · first-time · CLV $1,200

+ Add new customer

Create a new customer record from scratch

Existing matches highlighted automatically · suggested by AI as you type

Property

Segment

Job type & scope

Pick a type — pricing template auto-loads

Step 2 of 4

Title*

Source

Priority

Scope notes

First visit & estimate

Schedule a measure or quote on the spot

Step 3 of 4

First visit type

Suggested tech (Doc · multi-factor)

◆ Chris Bailey · 96 Lead · 11min · ★ preferred · measured prior shower recommended

Tia Nguyen · 84 Cert · 19min · no continuity

Sam Ortiz · 79 Cert · 28min cross-county

Score = skill · drive · continuity · customer-pref · workload · sales-fit. edit weights →

Earliest slot for Chris

Estimated revenue

From 2024 master bath (same property)

Estimated COGS

3/8" tempered + CRL hardware

Est GP %

Above 45% floor · healthy

Confirm & create

What happens when you click Create job

Step 4 of 4

✓ Job GD-10860 created in New stage
✓ Customer Amanda Pritchard linked (existing record · CLV updated)
✓ Property 2104 Tates Creek Rd linked (existing)
✓ Measure visit scheduled Sat Apr 26 10:00am with Chris Bailey (1h slot)
✓ Confirmation SMS queued to (859) 312-0014 + email to apritchard@gmail.com
✓ Chris's calendar updated · automatic en-route SMS will fire 30min before
✓ Auto-PO draft will be created from measure sheet on Sat after Chris finishes
✓ AI auto-cadence: 24h follow-up if customer doesn't confirm