How to create a job in ScanPay

The "Jobs" feature in ScanPay lets you create, assign, and manage jobs for your business. By using this feature, you can organize service appointments, track job progress, and prepare for invoicing — all in one place.

Note: To use Jobs, you must first subscribe and set up your “Field Serve” add-on for your teams. To learn more about Field Serve, please see this article.

In ScanPay, there are three places to create a job from, depending on when you agreed on the job with your customer:

1. From an estimate, if you are scheduling a job only after a customer has been sent a quote or estimate for the job. We’ll cover this later in the article.
2. From an invoice, if you already billed the customer as pre-payment before you agreed to do the job. We’ll cover this later in the article.
3. As a new one-off job, which is the focus of this article. The steps for creating a one-off job are similar for both web and mobile app.

Creating a one-off job manually

1. Start by going to Jobs > + Create Job
   1. On the mobile app, you will find this in the Schedule tab from the bottom navigation. You can also tap on Create Job from the homepage.
   2. [Placeholder for visual aid: Screenshot of Schedule tab on mobile open with the “Create job button highlighted]
2. Start by selecting Add customer - you can choose an existing customer or Create new customer by entering their name, contact, and address details.
3. [Placeholder for visual aid: Screenshot of customer pop-up when you have added a customer and click on “Edit {customer name}”]

Describe and schedule the job

1. Select the Service area (requires Field Serve Plus)
2. Enter the job details:
   1. Job title
   2. Job description
   3. Job source: Lead Source and External Company (requires Field Serve Plus)
3. Add a schedule for your job with date, start and end times or choose to schedule later
4. Assign team members to perform the job

[Placeholder for visual aid: Screenshot of schedule and assign section with date added and team not yet assigned but the placeholder showing for ]
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Note: If your team uses service areas (requires Field Serve Plus), then you will see the team members working in the service area selected above.

Add any extra information to the job

1. Under Line Items, add your services, products, discounts, or fees. You can select from your catalog or enter custom items with prices.
2. Under Notes, add any relevant information about the job.
3. Under Attachments, select Add a photo to attach photos that your team can also see.
4. Optionally, add a Reference ID to help track and find this job manually later.

Saving your job

1. Once you have added all the items, click Create and share.
2. The assigned team members will receive a notification on their phones and they can also see the job on their schedule on the mobile app.

Creating a job with AI

If you typically receive jobs via text, email, or chat, you can quickly convert those messages into a job in one step with Auto-fill details.

1. Click on Auto-fill details
2. Paste your text into the job brief area and click Continue.
3. We will extract the job details from the text and fill in everything we find.
4. Confirm the details and click Create to create the job

Tip: While using structured text (where details are clearly labeled) is best for extracting details. However, we use AI to interpret whatever text you paste in. So feel free to try unstructured texts - like a call transcription, whatsapp messages, etc. - and we will do our best to extract the job details from it.

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