Jobs & Field Work
Schedule a one-off job
Most stops come from a customer's recurring route, but you can drop a single extra visit onto a tech's day for a repair, a green-to-clean, or a one-time call.
Where: Customer 360 -> Schedule job, or + New (top-right) -> Job
- From a customer record, click Schedule job; WaterMark carries that customer into the form. Or click '+ New' and choose Job from anywhere.
- If you started from + New, type the customer name or phone and choose the matching account.
- Pick the technician who will run it.
- Set the date for the visit.
- Optionally add skill tags (like 'repair' or 'saltwater') so skill-aware auto-balance can route it to the right tech.
- Click Schedule. The stop lands on that tech's route for that day.
Good to know
- Set the job's type after it's on the board: open the stop on the schedule and change 'Job type' so the tech sees the correct checklist and forms.
- To move the stop to another day or hand it to a different tech, use 'Move to another day' or 'Reassign' right on the schedule board, no need to recreate it.