Creating a job

You need a client and a job name. Everything else is optional and can be filled in later.

1. 1

   Open Jobs in the sidebar

   Then tap New Job (top right on desktop, the + button on mobile).

2. 2

   Pick a client

   Search or scroll. If they aren't in your list yet, use the Quick add field to create one inline — just a name is enough.

3. 3

   Give the job a name

   Use something you'll recognize at a glance, like “Smith — Kitchen remodel” or “123 Maple — Service upgrade.”

4. 4

   Optional details

   Site address, start/end date and time, estimated value, job type, notes, and crew assignment. Leave any of them blank if you don't know yet.

5. 5

   Tap Create job

   Fieldwright opens the job page so you can keep adding details, send an estimate, or assign crew.

Lead vs. Scheduled