Create a job without a quote
Add work straight to your schedule from Jobs or the Calendar. Quotes that get approved turn into jobs on their own.
- Where
- Jobs, or Calendar
- Who can do this
- The account owner, and people with the Edit jobs & status permission
When a quote is approved, MakeHay creates its job for you and puts it in the unscheduled tray on the calendar. For work with no quote, create the job yourself.
- Step 1: Open Jobs or Calendar from the main menu and click New job. You can also click New job on the Jobs tab of a customer's page.
- Step 2: Pick the Customer. If they aren't in MakeHay yet, click New customer…, type their name (phone and email are optional), and click Add customer.
- Step 3: Pick the Job site. You can leave a job without an address, but then it gets no weather check, no map and no address on the calendar.
- Step 4: Give the job a Title and tick any Categories that fit.
- Step 5: Under Visits, pick a Date, and a Through date for a run of days. Click Add another day for each separate visit. Leave the dates empty to schedule it later.
- Step 6: Tick This job repeats for weekly or monthly work. You set the schedule and the price per visit on the next screen.
- Step 7: Click Create job.
A job with dates goes straight onto the calendar. A job without dates waits in the unscheduled tray until you schedule it.
Tip: Categories come from Settings › Services, and a category's weather rule applies to every job in it. See Plan around the weather.
Good to know: A job made from an approved quote takes the quote's title, job site and categories. You can change its site later with Change site on the job page.