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Daily Operations

How to Create a Job

jobs create job workflow operations

How to Create a Job

When to use this guide

Use this guide when you need to create a new job for a customer, assign the correct property, add services, set schedules, and prepare the job for dispatching.

Prerequisites

  • The customer must already exist in the system.
  • The property must be assigned to that customer.
  • Services and activities should be configured in the Services module.

Step-by-step

Step 1 — Open the Job Creation Screen

  1. Go to Jobs in the sidebar.
  2. Click New Job (top-right button).

Step 2 — Select Customer & Property

  1. Click the Customer dropdown and select the customer.
  2. Choose the Property where the job will be performed.
  3. (Optional) Add or edit property notes (gate codes, access notes, pets, parking, etc.).

Step 3 — Add Services

  1. Under Services, click Add Service.
  2. Select a Service (e.g., Standard Cleaning, Deep Clean, Move-Out, Maintenance).
  3. Add or adjust:
    • Activities
    • Duration
    • Price
    • Estimated time
  4. Repeat for each additional service.

Step 4 — Set Job Details

Fill in:

  • Date
  • Time
  • Duration
  • Priority (Low, Normal, High, Urgent)
  • Internal notes (visible to office only)
  • Customer notes (visible to client)

Step 5 — Save the Job

  1. Click Save.
  2. The job will now appear in:
    • The Jobs list
    • The Unassigned queue in the Schedule

Common mistakes

❌ The job doesn't appear in the Schedule

  • Make sure the job date is correct.
  • Check if you are filtered to a different date.
  • Ensure the job is not marked as completed by mistake.

❌ Property not showing after selecting customer

  • Customer may not have properties assigned.
  • Reload the page if a new property was created recently.

❌ Missing services

  • Services must exist in the Services module before adding them.

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