Skip to content
Submit a Support Ticket
  • There are no suggestions because the search field is empty.

How do I create a new job in Sophiie?

Go to the Jobs page and click New job in the page header — it opens a drawer where you fill in the customer, service and time. You can also drag out a slot on the Schedule tab's Day or Week grid, or use the plus menu on an enquiry in Inquiries and choose Create job.

Steps

  1. Click Jobs in the left menu. (Old Schedule, Appointments and Calendar links all land here now — Schedule is the middle tab on this page.)
  2. Click New job in the page header. A drawer titled New job slides in from the right. (The gear icon beside it takes you to Settings → Job bookings if you're after booking settings instead.)
  3. Want Sophiie to do the typing? Select Set up with Sophiie at the top of the drawer — the Sophiie Assistant panel opens, you tell her about the job, and she fills the form in for you. Otherwise, work through it field by field.
  4. Customer — search for an existing customer or add a new one.
  5. Service — pick the type of work from your services list (managed at Settings → Services). Picking a service sets the job's end time from that service's duration — and if you'd already dragged out a time slot, Sophiie asks before resizing it.
  6. Date & time — in the Schedule section, one range picker covers the start and end. You can also leave it empty ("Leave unscheduled, or pick a slot") — the drawer then says "No date yet, the job lands in the backlog for you to slot later."
  7. Status — pick the job's status, right under Date & time in the Schedule section.
  8. Assignees — pick who's on the job. You can assign several people to one job.
  9. Address — enter or pick the Site address. A job holds exactly one address, so picking a saved address clears one you've typed, and vice versa. Changing the customer also clears the picked address, because a different customer has different addresses on file.
  10. Notes — add any internal notes.
  11. Click Create job in the drawer footer.

If you've given the job a time and set its status to Confirmed, Sophiie asks before she creates it — "did you need me to let [customer] know?" Choose Yes to send them an SMS or an Email, or No to create the job quietly.

The new job shows on the All jobs tab (columns: Customer · Job / service · When · Assignee · Status) and, if you gave it a time, as a block on the Schedule tab.

Creating a job from the calendar

  1. Go to Jobs → Schedule and switch to the Day or Week view.
  2. Click and drag on the grid to draw the time slot.
  3. Sophiie asks you to pick a service, then opens the New job drawer pre-filled with that slot. Finish the form as above.

Adding photos, files and a job summary

The create form keeps things quick, so a few things are added after the job exists. Open the job from the list or calendar to get the full job drawer:

  • Photos — on the Details tab: up to 10 photos in one go, 8 MB each. Files take up to 5 in one go, 4 MB each. Repeat the upload to add more.
  • Files — on the Details tab: up to 5 files, 4 MB each.
  • Job summary — written on the Overview tab.

Common Questions

Where do I set the job status?

You pick it yourself on the create form — the Status field sits in the Schedule section, under Date & time. You can change it at any time afterwards on the job drawer's Overview tab, whether or not the job has a time yet.

What happens if I don't pick a date?

The job is created without a time and sits in the backlog for you to slot later — the drawer says so right under the date picker, and Sophiie confirms with "Job added to backlog". Nothing is lost; schedule it whenever you're ready.

Where did the Regenerate summary button go?

The create form no longer has a Job Summary field. The AI path is the Set up with Sophiie button at the top of the New job drawer — describe the job in the Sophiie Assistant panel and she fills the form in. The written job summary lives on the job drawer's Overview tab once the job exists.

Can I still see job details from the calendar?

Yes — each block on the Schedule shows the job title, the time and customer, and (when the block is tall enough) the short address and job number. Click the block to open the full job drawer.

Need More Help?

If you're not sure how to set up your services or booking settings so jobs come out right, ask Sophiie Assistant in your dashboard first — she can guide you or make the change for you. Still stuck? Email support@sophiie.ai or call +61 7 5620 4640.