Create and schedule a job

In this article

Learn how to create and schedule a job in just a few clicks. The fastest job scheduling tool you've ever experienced!

Briana, Product Designer @Magnetize

Create a Job

From the main menu in Magnetize, click on New job .

Add a job name, customer and click Save.

You can also add a reference number (Ref #) and any other job notes you need to record. This information will pull through into quote if you create one.

If you need to quote your job first, click the Quote Required toggle to ON and proceed to create & send a quote. Otherwise, you're ready to schedule!

Schedule a job

In the job, jump over to the Schedule tab  and click on "+ schedule event"

Choose the dates for the work (you can edit this later) and add people and equipment you wish to assign.

If you need to edit the specific dates they are scheduled for, click on the days count (e.g. 3 days) next to their name and click on the days they aren't required.

Add a scheduling note if you need, and click Save.

Notifying staff

Your assigned staff will now see this job in their mobile app. They'll be able to see customer details, job notes, any files uploaded to the job and equipment assigned.

Scheduling Calendar

This scheduled job will now display in the main scheduling calendar. From here, you can edit the dates, people/equipment assigned, or scheduling notes. You can also click and drag the edges of the job card to extend the job across multiple days (Learn more scheduling tricks: Scheduling calendar features).