How do I add a job?

There are two ways to add a job in getSoapy:

• if you've provided a quote for the job, you can create a job from a quote
• you can manually add a job to a customer

Create a job from a quote

1. Go to Manage > Quotes and select the quote you want to convert to a job.

2. Click on the menu icon in the top-right corner and select Convert to customer.

3. Select from the options in the Convert to customer form.

• Select an option under Jobs to create (required). There may be more than one option if you've provided a simple estimate and/or cost breakdown. You can also select Quote to schedule a visit to provide a quotation using the job and scheduling functions.

• Add the job(s) to a Round using the drop-down menu (optional).
• Toggle Close quote to remove it from the quotes page (optional). Closed quotes can still be found using the quotes filter.

4. Click Convert to customer to add the quote as a new customer and create the job.

Manually add a job to a customer

1. Go to Manage > Customers and select the customer you want to add a job to.

2. Select the Jobs tab below the customer's details.

3. Click Add a job.

4. Enter/select the essential job details into the Add job form:

• Enter a job Title (optional). This is for your reference only and helps to distinguish multiple jobs for the same customer.
• Select a Service (required). You can select multiple services if necessary. You can also select + Add services if you need to add a new service.
• Select the Frequency from the drop-down menu (optional). If this is a recurring job, select the number of 'Weeks', 'Months', or 'Years' between jobs to let getSoapy know when to schedule future jobs.
• Add the job to a Round using the drop-down menu (optional).
• Enter a lump sum in the Cost field (optional) or leave it blank if you want to add a cost breakdown later.
• Toggle the One-time invoice adjustment option to adjust the cost of the job the first time it's billed (optional). This is handy if the first clean is more expensive, or if you have an introductory offer.

5. Tap Show more options to enter/select additional job information:

• Toggle Advanced Scheduling if the job should only be scheduled on certain days, weeks, or between specific times (optional). This can help if a property can only be accessed on certain days or if parking restrictions apply at certain times.
• Select a Duration for the job to help with scheduling (optional).
• Enter any Notes for your personal reference (optional).
• Enter the Purchase order reference if your customer requires you to include it on your invoices (optional).
• Add any Tags to help organise or highlight important information (optional).

6. Click Submit to save the job and add it to the selected customer.