Estimates and Jobs can be created in a few different ways. You can hover your mouse over each sections specific tab at the top of any Service Fusion screen and select the blue "+New" button.
Another way to create an Estimate or Job is by clicking the "+" in the top right corner of any Service Fusion screen next to your profile Avatar.
If you know the Customer that needs an Estimate or Job created, then you can also create them directly from the Customer Account!
The Dispatch Grid, which is hugely beneficial to scheduling, can also be used to create Estimates and Jobs. When checking the tech's availability using the Dispatch Grid, right click in the field where you would like the job to be scheduled. The space that you click will be the time and technician the system will add to the job by Default, however, you can manually change this from the "Create A Job/Estimate" screen.
Notice in the screen shots above that I right clicked the Dispatch Grid for Jasmin within the time block of 10am-10:30am. When I selected to Create A Job, the system populated the Date, Arrival Time Window and the Assigned Tech with the corresponding information!
Estimates and Jobs can be created from the Calendar as well in the same fashion as the Dispatch Grid. However, when scheduling from the Calendar, the technician will not be populated upon creation like the Dispatch Grid- It will need to be populated manually. If the Estimate or Job is scheduled via the monthly view, time will also not be populated automatically, however, t will be populated if the Estimate or Job is scheduled in the Daily or Weekly view.
Lastly, Estimates and Jobs can also be created from the Field Worker App! As long as they have the permission enabled to create Estimates and Jobs in the Worker App Permissions, they will have the option to Create New on their Worker App homepage.
Once the 'Create New' option has been selected, the tech will be given the permission to select to create a Job, Estimate or Task!