Before you start
- The customer exists in Zentive.
- At least one service is in Settings → Products & Services.
What you'll do
Book a single visit or a multi-day project for a customer. The job wizard is one page with seven sections; the footer offers Schedule job, Save draft, Save as Needs Crew, and More. Jobs also come from approved quotes (see the approval article) and from leads.
Start
- 1
Schedule → New work (or + New work on the dashboard, Jobs, or Calendar)
Choose One-off job for a single visit or project, or Recurring service for ongoing visits managed by a service agreement.
- 2
Creating job
From scratch, From approved estimate (pick an accepted quote and everything fills in), or Convert from lead.
Sections 1 to 3 · Customer, Location, Schedule
- 1
Pick a customer
Search by name, phone, or address and click the customer row. The job number is auto-generated (#0272 and so on). A customer-facing scheduling note appears in confirmation and reminder emails; internal notes stay with the office.
- 2
Service location
The customer's primary address is selected. Add service location adds another property with gate code, parking, or contact details.
- 3
One-off job: start and end
Set the date and the start and end time in your local time zone. Turn on Available anytime in this window when the crew should pick the best time that day. The mini timeline under the fields shows the crew's other jobs so you can spot overlaps.
- 4
Customer arrival window
No customer window, Morning (8 AM to 12 PM), Afternoon (12 PM to 4 PM), or End of day (4 PM to 7 PM). This is what the confirmation email promises ("we'll arrive between…").
Section 4 · Crew & comms
- 1
Assigned crew
Click a crew card; each shows members, travel time, and Free or the conflict. Assign to me puts the job on your own My Work schedule. Leave it empty and use Save as Needs Crew if you will assign later; the job then shows under the Needs Crew filter and on the Dispatch Center.
- 2
Customer communications
Three switches: Send booking confirmation now (email + SMS: "Your job is booked for [date], [time]"), Send reminder day before (6:00 PM the night before), and On-the-way notification (sent automatically when the crew taps On my way). Switch any off for jobs the customer should not hear about.
Sections 5 to 7 · Services, Billing, Attachments
- 1
Add service or expense
Opens the picker: search, click a row, Add to job. Each line shows estimated minutes and cost; the subtotal becomes the contract total. The Field execution plan counts the checklist items, required photos, equipment, and training modules that come from those services.
- 2
Billing
Contract total with invoiced, paid, and remaining. Optional billing milestones (deposit, fixed milestone, progress draw, final balance, retainage) and a Deposit amount with due date: the customer is emailed the deposit invoice as soon as the job is created. Draft invoice when job completes (on by default) creates a remaining-balance draft for your review the moment the crew completes the job; nothing is sent until you send it.
- 3
Attachments
Take photo or Choose from library (JPG, PNG, GIF, WebP up to 25 MB) for before photos and site references.
- 4
Schedule job
The confirmation shows the job number and crew day with Open in calendar, View job, Create another, and Message customer.
Drafts
The wizard autosaves (Draft saved with the time in the header). If you leave, the Jobs page shows a Drafts banner ("Unfinished jobs saved on this device") with Resume and delete. Drafts are stored on the device you used, so finish them on the same computer or phone.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.