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Create your first job

Create a job, set its price, schedule it, and assign a tech — in FieldOps the job is where the money starts.

Updated Jul 30, 2026

In FieldOps the job is the hub: its price is the source of truth, quotes and invoices are created from it, and payments attach to its invoice. Get the job right and the paperwork follows.

  1. 1Open Jobs and click Create Job.
  2. 2Give it a title, pick the customer (or create one inline), and choose a category if you use job types.
  3. 3Set the job price if you know it — you can always set or change it later on the job page.
  4. 4Pick a date and time, or leave it unscheduled and drag it onto the calendar later from the unscheduled tray.
  5. 5Assign a technician if the work isn't yours. Assigned techs see the job on their own dashboard and job list.

From the job page you can then generate a quote or invoice, log materials and expenses, attach photos and checklists, capture a customer signature, and collect payment.

Technicians only see jobs assigned to them, and job pricing is hidden from them unless you turn on the visibility toggle — see roles and permissions.

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Set up your companyCreate your account, pick your trade, and finish your company settings so everything else has the right defaults.Add your first customerAdd a customer with contact details, address, and notes — the record every job, quote, and invoice hangs off.

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