Tutorial 3 of 8 · 0:59
How to create and schedule a job in Opervo
Tap the orange plus and choose Job. Pick the client (their address fills in), choose a saved service or type your own, enter the price, then tap the date to pick the day and set the start and end time. Add notes for the crew and tap Save; the job appears on your Schedule under that day.
Captions only, no sound needed. Watch on YouTube or see the full playlist.
In this video
Step by step
- Start a new job. Tap the orange plus from any screen, then choose Job.
- Pick the client. Search your client list. Their address fills in for you.
- Choose a service. Pick from your saved services, or choose Custom and type your own.
- Set the price. Enter the total for this job. This is what shows on the invoice later.
- Date and time. Tap the date to pick a day, then set the start and end time.
- Notes for the day. Gate codes, pets, where to park. Anything your crew needs to know.
- Recurring work. Turn on Recurring for customers you see on a schedule. We cover this in the service plans video.
- Save. Tap Save. The job is on your schedule and ready to go.
- On the calendar. Find it on the Schedule tab under the day you picked. Tap it to open the job.