> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pipeline.software/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a New Job

> Creating a New Job - Pipeline knowledge base.

## 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.

### 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

### 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