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Enter job details

Last updated July 23, 2026

Complete Job Details to classify the request correctly and give scheduling, dispatch, and reporting the information they need.

Common uses​

  • Route work to the responsible business unit.
  • Apply the correct job type, duration, and required questions.
  • Attribute the request to a marketing campaign.
  • Record urgency, lead context, and customer-specific answers.

Before you begin​

Select the customer and service location first. Your company should already have the needed business units, job types, and marketing campaigns.

Open Job Details​

Go to New Job, complete Customer Selection, then scroll to Job Details.

Complete Job Details​

  1. In New Job, scroll to Job Details.
  2. Select Business Unit.
  3. Select Job Type. This choice is unavailable until a business unit is selected.
  4. Select Marketing Campaign.
  5. Choose Priority: Low, Normal, High, or Emergency.
  6. Complete any fields under Custom Fields.

Choose the business unit first because it controls which job types are available.

If an approved option is missing, use + Create New Job Type or + Create New Campaign only when your role allows configuration. Otherwise, ask an administrator to update the related setup.

Add lead information​

  1. Expand Lead Information.
  2. Enter Summary / Notes for the request.
  3. Choose Lead Status when the opportunity needs qualification or follow-up.
  4. Enter Lead Source when it adds useful detail beyond the campaign.
  5. Enter Estimated Value when your process uses it.

Use customer-facing facts and clear internal context; avoid unnecessary technical shorthand.

Customer notes and site conditions may help you answer these fields. See Add customer and location notes and tags.

What happens next​

The selected job type and location allow Get availability to recommend appointment options. The details also follow the request into the job, lead, or estimate you create.

Troubleshooting​

Job Type is unavailable​

Select Business Unit first. If the expected job type is still missing, confirm it is active and connected to that business unit.

Book Job highlights required fields​

Return to Job Details and complete every highlighted field, including required custom fields and Marketing Campaign.

The correct campaign is missing​

Click Refresh Data in Quick Actions. If it still does not appear, ask an administrator to confirm the campaign is active.