Jobs: Create a Job

Let's take a look at how to create a job within SINC that your staff can assign their time to

SINC Support Team
SINC Support Team
Feb 23rd, 2023

On Web: To add a job, just click on Home Jobs Hours

SINC web dashboard top toolbar with a pink arrow pointing to the Jobs Hours tab

Click on Jobs List

Web Jobs Hours dashboard with the Job List tab highlighted in a pink box near the top

Click on Add Job

SINC web Job List screen with a pink arrow pointing to the Add Job button in the top right corner

Assign a job name

Add Job form with a pink arrow pointing to the Job Name field showing Flooring

Add an optional job/invoice number

Web Add Job form with the Job Name field circled and a pink cursor pointing to it

Add an address for the job. This is important if you would like to use geofencing for auto job clock in and out.

SINC web Add Job panel with a pink arrow pointing to the Edit button next to the Address field

Assign Employees or Teams to this Job (Requires assign employees to jobs feature to be turned on)

SINC web Add Job screen with the Employees Assigned section circled in pink

Add any tasks or task groups you want attached to this job

Add Job form showing Tasks and Notes fields with a pink arrow pointing to the Tasks section

Leave any important notes

SINC web Add Job form showing the Notes field highlighted with a pink dashed box and arrow

Here

Web dashboard Add Job form with Cost Code Groups field and Add Job button pointed out by pink arrows
SINC web Jobs List tab showing open jobs with the Flooring job entry circled in pink

On Mobile: Tap on Menu Overview Jobs

SINC mobile Overview screen with a pink arrow pointing to the Jobs icon in the bottom navigation bar

Tap on List

Mobile Jobs screen with the List tab highlighted by a pink arrow above a job pie chart and open job shifts

Tap on + icon at the bottom right

SINC web Jobs List screen with a pink arrow pointing to the blue plus icon for adding a job

Assign a job name

Add Job screen with a pink arrow pointing to the empty Job Name field at the top

Add an optional job / invoice number

SINC mobile Add Job screen with a pink arrow highlighting the optional Job / Invoice Number field

Add an address for the job. This is important if you would like to use geofencing for auto job clock in and out.

Mobile Add Job screen with the Address field's Edit button circled and a pink arrow pointing to it

Assign Employees or Teams to this Job (Requires assign employees to jobs feature to be turned on)

SINC mobile Add Job screen with a pink hand pointing to the Employees Assigned row

Add any tasks or task groups you want attached to this job

Add Job screen with a pink arrow pointing to the Tasks row in the job menu

Leave any important notes

Mobile Add Job screen with a pink arrow pointing to the Notes row

Here

SINC mobile Add Job screen with a pink hand pointing to the Cost Code Groups option

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