Create a job

Click + New Job from the top nav, the dashboard, or a customer’s detail page. Conduit first asks whether you want to start from an estimate; skip that to land straight on the job form. The form handles two flows on one screen: a toggle switches between Schedule for Future (booking work that hasn’t happened yet) and Log Completed Work (catching up on work already done), and the rest of the fields adapt to whichever you pick.

Job Type comes from a list your company edits in Company Setup; pick one below to see it, then compare against the editable list there. Billing Type (Flat Rate vs. Time & Material) controls how the eventual invoice’s labor lines are calculated. If you type a labor rate with none saved yet, Set as company default rate appears so every future job can start from it.

A job isn’t limited to one technician: the Technicians checklist is visible on the initial form, before More options. Select everyone who will work the job. The first selected person is primary, and the job detail page lists every one of them with the lead marked. Everyone newly added, lead or additional, gets notified the moment you save, and the job shows up in their own job list and the mobile app right alongside it.

The post-create prompt, unassigned job detail, and board assignment popup also let you select multiple technicians before clicking Assign technicians.

Appointments can have a time and estimated duration, or remain all day when no time is entered. Ongoing jobs span a date range; an open end keeps the work visible until completed or cancelled. Arrival windows communicate when the crew is expected without replacing the scheduled work duration.

1. Skip the estimate-first prompt and go straight to the job form.
2. Leave the toggle on Schedule for Future.
3. Flip the toggle to Log Completed Work instead.
4. Log a day worked with a date and hours.
5. Search for and select Priya Anand as the customer.
6. Choose the rental property to fill the job address fields.
7. Add a working sub-status without changing the primary status.
8. Set an arrival window separately from duration.
9. Choose the priority.
10. Choose Ongoing job to plan work across days.
11. Set an optional end date.
12. Switch back to Appointment for this visit.
13. Add an optional appointment time.
14. Set a 90-minute estimated duration.
15. Choose a job type from the list.
16. Notice job types come from Company Setup, not a fixed list.
17. Switch Billing Type to Time & Material.
18. Type a labor rate and set it as the company default.
19. Type a job title, then click Create Job to save.
20. Select technicians from the What's Next prompt that follows, then click Assign technicians.
21. Switch to editing an existing job and save a change.