How do I add a job?

There are several 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 an existing customer
• you can add a job when adding a new customer manually

Create a job from a quote

1. Search for the quote or go to Tools > 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 jobs.

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

• Select any Jobs to create (optional). 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 Add jobs to round 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 jobs to create the job(s). If the quote isn't already linked to a customer, this also adds them as a new customer.

Manually add a job to an existing customer

1. Search for the customer you want to add a job to or go to Tools > Manage > Customers and select the customer.

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.

5. Open the Cost & billing section to enter/select billing information:

• 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.
• Toggle Split invoice into multiple payments under Instalments to spread the cost of the job across several payment dates (optional). Instalments are available on the Advanced and Pro plans.
• Enter the Purchase order reference if your customer requires you to include it on your invoices (optional).

6. Open the Scheduling & extras section 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).
• Toggle Use a different address if the job address is not the same as the customer's main address (billing address).
• Add any Tags to help organise or highlight important information (optional).
• Add any photos as Attachments to this job (optional). Attachments added here are for your team's internal reference. This can be a helpful way to record which parts of a property should be cleaned or how to access the property.

7. Click Save to save the job and add it to the selected customer.