Schedule a new service

How do I create/schedule a new service?

> Once the new customers account is created ( how to create an account), you need to open their file and go to the tab titled "jobs".

> Click on the "new job" option and then click the drop down menu labeled "service".

> Choose a service that will best fit the customers needs. For mosquito generally pick the 79+tax option and for pest quarterly pick the 89+tax option.

> Schedule the appointment to a date best fit for the customer and assign them to either Ken or Jennifer. For scheduling refer  here and apply the same concept on the "how do i reschedule the appointment once I've found it" section, 

> Once a date and time is confirmed you need to mark yes on the "always confirmed" box and then save the job.