Create a New Job

Open Create Job from the Jobs page, the + menu, or a Colab. The form is one page with Client Details, Service Location, Job Details, Schedule, and Extra Info. Fill in what you know. You can create a job without a customer, a price list, or a schedule. These steps describe the current website; the phone layout can differ by installed app version.

Pick an Existing Customer or Add Someone New

Search by name, phone, or email in Client Details and select the saved customer. Their details fill in for you. Changes here update that customer's saved info, so check before changing a phone number or email.

For someone new, enter a first or last name, a company name, or both. Phone, a second phone, extension, email, and a second email are optional. If KeyBolt finds an existing match, choose Use this client. Only choose Save as a new customer when you intend to keep a separate record.

A job opened from a Colab brings its customer or lead details with it. A business-style name fills Company name. If the Colab already has a customer, the job uses that customer. With an unlinked lead, clear the client details if you want to leave the job without a customer.

Set the Job Address

Use a saved customer location or enter the service address, unit or suite, city, state, and ZIP. The job address is where the tech goes; it can be different from the customer's main address. Map suggestions help fill in the address. Select a Service area if your shop uses them.

Describe the Work

• Job name: a WO #, PO #, property name, or short description. This name also appears on the associated bill.
• Job type: choose from your shop's own list.
• Ad group and External company: record where the work came from.
• Service: an optional price list for starting bill lines. It does not set the job length.
• Job description: what needs doing. Put arrival instructions or other crew notes in Extra Info.

See Set Up Your Shop's Job Lists to manage the choices.

Schedule and Dispatch

Leave the start blank to keep the job unscheduled, or pick a start date and time. Tap Now for work starting immediately. Until you edit the end yourself, it follows the start using the job type's Usual length, or one hour when no length is set. After you set your own end, changing the start leaves that end in place.

Open the tech picker to choose the crew. For a job with several techs, set one as primary. You can also dispatch or change the crew after creating the job. See Put More Than One Tech on a Job.

Tap Create Job. Review the job, its charges, and its linked conversation before sending a bill. See Job Status Workflow.

Counter Work and Dispatch

For an item left at your counter, choose the drop-off option when your shop has enabled it. See Track Counter Drop-offs. For crew scheduling, arrival promises, and drive checks, see Plan and Run the Day in Dispatch.

Last reviewed October 12, 2026.