How to create a job?

To create a job in Service Shark, follow the instructions given below.

Step 1. Click on the blue plus button

  • Click on the rounded blue plus button in the bottom of your screen.
  • You will see the Create new job window opened.

Step 2. Choose the job type

  • Choose the type of job from the Job type dropdown.


  • If the dropdown is blank, use the Add new button to add a job type.




Step 3. Add customer details

  • Type the customer’s name to the Customer name field.
  • Enter customer’s phone number to the Phone field. This field is mandatory.
  • Write down customer’s address information to the Address field.


Step 4. Add job notes

  • Add relevant notes (if any) to the Notes. Next button below to proceed further with the job in the job details page.

Step 5. Save the job

  • After filling the fields with relevant data click on the Next button below the window to save the job.