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Create a job

Start a job record, connect the basic work details, and place it in the right stage.

Open a job in FL Permit PayJobs page

Before you start

  • A job name

    Use the name your crew will recognize in the pipeline.

  • The trade

    Choose the trade that matches the work being organized.

  • Customer or site details

    Have the customer or job-site information ready if it is already known.

Follow the task on screen.

The FL Permit Pay Jobs page, showing jobs grouped by stage with the New job, Import jobs and Board controls in the header.
  1. Step 1. New jobOpens the new-job form. This is the only control that creates a job from scratch.
  2. Step 2. Import jobsBulk intake for work that already exists somewhere else.
  3. Step 3. BoardThe same jobs as stage columns. Portfolio, Review and Completed sit beside it.
  1. Marker 1 on the screenshot

    Open Start a job

    On the Jobs page, select New job at the top right of the header.

    Done whenFL Permit Pay opens Start a job, one question per screen, at /dashboard/jobs/start. The full form for job templates stays at /dashboard/jobs/new.

  2. Not on this screen

    Answer the questions and create the job

    Pick the customer, confirm the address, tap the trade and the kind of job, then the first visit and the price. Skip what you don't know yet, check it over, and select Create job on the last screen.

    Done whenFL Permit Pay says what it created and offers Open job. This step happens in Start a job, which is a different screen from the one pictured above.

  3. Marker 3 on the screenshot

    Move the job as the work advances

    Switch to Board to see the same jobs as stage columns, and move a job when its work advances. The job record carries the same stage control.

    Done whenThe job appears under the stage you selected, in Board and in Portfolio.

  4. Marker 2 on the screenshot

    Bring existing work in instead of typing it

    If the jobs already exist in a spreadsheet or another system, use Import jobs rather than re-keying them.

    Done whenThe import screen opens and reports what it matched before anything is saved.

You are finished when

The job appears in Jobs

You can open the new job from the pipeline and see its saved trade and current stage.

Troubleshooting

New job is unavailable.

Ask an organization owner for jobs.manage access.

The customer is not available to select.

Create or complete the customer record, then return to the new-job form.

The job shows a roof takeoff you did not expect, or is missing one.

The job's trade decides that. Open Edit job and set the trade, then reload the record.