> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Create a Job > Book new work in FieldPulse from the web or mobile app, link the customer, assign your crew, and set a date so the job lands on the right schedule. > **Who uses this:** Admins and Team Managers; Service Agents for their own jobs; not Limited Agents — gated by **Create & edit Jobs**. **Availability:** All regions. A job is the record that ties a customer, your team, and a scheduled time together. Create one at your desk in the web app or in the field on the [mobile app](https://www.fieldpulse.com/features/mobile-app), and the same record carries the customer, the crew, the date, and every note about the work. ## Overview Creating a [job](https://www.fieldpulse.com/features/job-management) follows the same path on web and mobile — link a customer, name the work, assign your team, set the date and time, then add the details the job needs. When you save, FieldPulse notifies the assigned team members and the job appears on their [schedules](https://www.fieldpulse.com/features/scheduling-and-dispatching). ## Before you begin * Link a customer to every job. If the work has no customer to attach it to, create a task instead — see [How to Create a Task](/jobs/jobs-tasks/creating-a-task). * To start a job from a saved layout instead of a blank form, build the layout first — see [Setting Up Job Templates](/jobs/jobs-tasks/creating-job-templates). ## On web ### Open a new job record 1. In the left menu, select **Work**, then **Jobs**. 2. Select **Create Job**. 3. To start from a saved layout, select **Import Template** at the top of the new job record. See [How to Use a Job Template](/jobs/jobs-tasks/using-job-templates). The Jobs page with Jobs highlighted under Work in the left menu and the green Create Job button highlighted above the job list ### Link the customer and name the job 1. In **Customer Name**, select an existing customer or create a new one. 2. Pick the **Contact** for the work. The **Location Contacts** tab lists contacts tied to the location you are working at, and **All Customer Contacts** lists every contact on the linked customer. 3. Enter a **Job Title/Description** that describes the work to be performed. 4. Add a **Job Subtitle** if the job needs one. The subtitle may not be greater than 150 characters. The Create Job form with Customer Name filled in and the Contact field open below it, showing the Location Contacts and All Customer Contacts tabs The Job Title/Description and Job Subtitle fields highlighted on the Create Job form, filled in with Toilet Install and Main level - half bath ### Assign your team 1. Select the **Assigned Users To Job** field and choose individual team members, several team members, or entire teams. Each team in the list has its own **Select All** option. 2. Select **Save** to add the selected people to the job. Each technician's row in the dropdown shows their assigned tags — skills, certifications, and languages — so you can see who is qualified without leaving the dropdown. The search box matches by name **or** tag, so typing a skill like "hvac" surfaces every tech carrying that tag, with the matched tag highlighted on their row. Select **Find Availability** and FieldPulse suggests time slots based on your scheduling requirements and shows which team members are available. See [How to Find Availability](/scheduling-dispatch/availability/finding-availability). The Assigned Users To Job field with the team member list open, grouped into Installation Crew and Default Team with a Select All option for each, and the Find Availability button highlighted at the top right ### Add job tags Add job tags to organize your jobs and color-code them so the schedule is easier to read at a glance. Use the **Job Tags** field to search for an existing tag, or type a new tag and press **Enter** to create it. See [How to Create Custom Tags for Jobs](/jobs/jobs-tasks/custom-tags). The Job Tags field on the Create Job form holding three color-coded tags — Ceramic, Install, and Repeat Customer — beside the Assigned Users To Job field ### Choose a status workflow Select one of the custom status workflows you have created in **Company Settings** from the **Status Workflow** field. The field searches your saved workflows as you type. For help shaping a workflow around each service you offer, see [Workflow Design Overview](/jobs/workflows/designing-your-workflow). The Status Workflow field with a search entry of Installation and a dropdown listing saved workflows including Extended Timeline, FieldPulse360 Workflow, Lawn Care, Evaluation, Installation, and Default Workflow ### Schedule the job 1. In the **Dates** section, set the **Date**, **Start Time**, and **End Time**. Select **Select Different End Date** if the job runs past one day. 2. Select **Find Availability** to open a chart view of your team's schedules and pick an open slot. 3. Check the **Check scheduling conflicts** result. 4. Set a **Customer Arrival Window** to tell the customer when to expect your team, and select **Insert Job Date/Time** to copy the job's own times into the window. See [Setting Up Customer Arrival Windows](/jobs/jobs-tasks/customer-arrival-window). FieldPulse notifies you of scheduling conflicts when you select a date and time. To turn those notifications off, clear the scheduling conflicts checkbox — the setting carries over to future jobs. An arrival window reduces the time customers spend waiting for service and can be used in customer communication templates. The Dates section of the job form with Date, Start Time, and End Time fields, the Clear Dates, Find Availability, and Find By Map options, and a Check scheduling conflicts result reading "You don't have any conflicts." The Customer Arrival Window fields on the job form with a date, Start Time of 6:00 AM, End Time of 11:00 AM, and the Insert Job Date/Time option To set working hours for multi-day jobs, see [Setting Up Working Hours for Multi-Day Jobs](/scheduling-dispatch/working-hours/multi-day-jobs). ### Add site visits Select **Add Site Visit** for work that takes more than one trip. Each visit keeps its own date, team, and notes under the same job. See [How to Add Site Visits](/jobs/jobs-tasks/site-visits). The Add Site Visit button on the job record ### Add notes, files, and assets 1. Enter anything the crew needs to know in the **Notes** field of the **Notes and Files** section. 2. Attach any important files by dragging them in or selecting **Upload File**. 3. In the **Assets** section, select **Select Asset** to attach an existing asset to the job, or **Add Asset** to create a new one. See [How to Manage Assets](/jobs/assets/managing-assets). Only administrators and managers can add Notes on a job record. The service agent adds **Field Notes** while working the job. In the web app, every **Notes** field includes a **Fix this** button. Select it to send the field's current text to the Help & Support assistant and describe what you want done. Choose **Replace** to swap in the result, or **Add Below** to keep your original text and add the result underneath it. Nothing changes on the job record until you save it. The Notes and Files section of the job form with the Notes tab selected, a note reading "Gate code is #1234", and a Files area with a drag-to-upload zone and an Upload File button The Assets section at the bottom of the Create Job form, showing the Assets Assigned to Job field with the Select Asset and Add Asset buttons below it ### Save the job Select **Save Job** once you have added all pertinent details. The assigned team members receive a notification of their newly assigned work and the job appears on their schedules. The saved job record for Toilet Install, showing the customer, the status workflow bar, the scheduled date and time, the customer arrival window, travel time, location, assigned team members, tags, and a map of the job location