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Before you can create a new job, you need to create a Location. Locations define the address of your projects and are separate from the jobs in order to allow multiple jobs to be created from that one address. For example, if you have a homeowner that needs to paint his walls and get wood floors put in, you can add one location and create two jobs separate jobs to hire a painter and a wood floor installer.

Instructions

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On the Menu Bar at the bottom of the screen, click on the [pin] button. This is the Locations screen where you will see all the locations you add.

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Click on the pin with plus sign to add a new Location. This will take you to a map.

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Navigate around the map until you find your customer’s house and click on the check mark (top right of screen) or click on the magnifying glass to type in the address.

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Make sure the address is correct and add any contact information you’d like to have show up on your projects, such as the homeowner’s or the project manager’s.

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Go to the “Jobs” screen. 

  1. Click on the job to view all the information and scope of work.

    1. You can Accept the bid, meaning the pay that the Contractor is offering,

    2. or you can bid on the job to adjust the payment.

      1. To bid on the job click the button at the bottom of the screen that says “bid” and enter the amount that you’d like to receive as payment. 

      2. The contractor can decide whether to accept the bid or to counter-bid. 

      3. This process can continue until both you and the contractor are satisfied and accept the bids.

Once the bids are accepted, you now have a job!