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: Assign To still sets the lead, but the Additional technicians checklist beneath it adds anyone else who’s on the job, 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.
- Skip the estimate-first prompt and go straight to the job form.
- Leave the toggle on Schedule for Future.
- Search for and select Priya Anand as the customer.
- Choose a job type from the list.
- Notice job types come from Company Setup, not a fixed list.
- Switch Billing Type to Time & Material.
- Type a labor rate and set it as the company default.
- Type a job title, then click Create Job to save.
- Assign a technician from the What's Next prompt that follows.
- Flip the toggle to Log Completed Work instead.
- Log a day worked with a date and hours.
- Switch to editing an existing job and save a change.
New Job form: Schedule for Future / Log Completed Work toggle, customer search, job type, billing type, labor rate with company-default save, Days Worked grid for multi-day logging, and technician assignment from the What's Next prompt.