Overview
Jobs are the individual moves or service events within a project. Each job tracks scheduling details, crew requirements, charges, and accounting information. You create and manage jobs from the project detail page.
Before You Start
Available to companies with Smart Pro.
You must have Accounts permission.
The project must already be created within an account.
How to Add a Job to a Project
Open the project detail page.
On the Overview tab, locate the Jobs card.
Click Add Job.
Complete the form in the slideout:
Job Fields
Field | Required | Description |
Job Type | Yes | The type of moving service |
Start Date | Yes | The job start date |
Arrival Window | No | The expected arrival time window |
End Date | No | The job end date |
Duration | No | Estimated job duration |
Estimated Square Feet | No | The estimated size of the move |
Purchase Order # | No | The PO number associated with this job |
Origin Address | No | The pickup address |
Destination Address | No | The delivery address |
Contact Assignment
Select a Contact Type:
Project Contact: Choose from contacts already assigned to the project.
New Contact: Enter a new contact's information directly.
Click Create Job to save.
Navigating the Job Details Page
Click a job name in the project's jobs table to open the job detail page.
Job Header
The header displays:
A breadcrumb link back to the project
The service type and job number (for example, "Local Move - JOB-001")
Status and confirmation badges
The job start date
Book or Unbook buttons (depending on the current job status)
Job Sub-Pages
The job detail page has two main views, accessible through the navigation tabs:
Overview The default view with a two-column layout:
Left column: Scheduling Details, Stops, Charges, and Job Notes sections
Right sidebar: Job Information card, Contacts, Tasks, Survey, and Inventory summaries
Accounting The billing and financial view:
Left column: Accounting job details
Right sidebar: Job Information card, Job Total, and Weights
Understanding the Job Information Card
The Job Information card appears in the sidebar on both sub-pages and displays:
Field | Description |
Job Number | The auto-assigned job number within the project |
Service Type | The type of moving service |
Status | The current job status |
Branch | The branch handling the job |
Estimated Total | The estimated cost (with a "Re-rate" option if pricing is outdated) |
Hourly Rate | The applicable hourly rate |
The card footer includes links to view Versions, Activity, and Docs for the job.