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Creating a New Job

To create a new job in Pipeline, click the Add Job button from your Dashboard or navigate to the new job page.

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Required Information

Screenshot: The New Job form showing the full page with Workflow dropdown, Channel selector, Customer Information fields, Location section, and Enquiry text area.
Workflow Select the workflow type from the dropdown. This determines how the job will progress through stages (e.g., Quoted Job, Reactive Job). This is a required field. Channel Select how the customer enquiry came in - phone, web, email, referral, etc. Customer Information
  • Company Name - Start typing to search for an existing customer, or enter a new name to create one
  • Account Reference - The customer’s account reference number
  • Primary Contact - The main contact person’s name
  • Phone Number - Contact phone number
  • Email Address - Contact email
Use the Find Customer icon to open a customer lookup if you need to search by different criteria. Location Information
  • Tick the checkbox if the billing address is the same as the service address
  • Enter the Billing Address - Pipeline will verify the address and calculate travel time
  • Enter the Service Address if different from billing
A green checkmark confirms the address has been verified. Job Details
  • Enquiry - Describe the customer’s requirements in the large text area
  • Tags - Add searchable tags to categorise the job

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After Creation

When you click Save and Close:
  1. Pipeline generates a unique job reference number
  2. The workflow instance is created at the first stage
  3. You are returned to the Dashboard with a confirmation notification
  4. Depending on the workflow selected, you may need to create a quote or schedule the job next