Create a Job

ServiceVisit lets you create a Job, which is the customer's request for service. You would create one when a customer asks for work, so the request is recorded before any technician is sent out. You can start from a service you already offer, in which case the Job takes that service's name, or enter a title yourself when nothing in your offerings fits.

If you can only see the jobs assigned to you and you create a Job without naming an owner or a technician, ServiceVisit makes you the owner so the Job does not vanish from your own list. That only works if you are an active technician; otherwise you are asked to choose a technician or job owner.

A Job is the request, not the visit. Once it exists you can assign it, and create Work Orders under it for the technician assignments that do the work.

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