Create Your First Job
Schedule a job in 30 seconds and see how Toolfy works.
Jobs are the heart of Toolfy. They connect customers, schedules, and invoices. Once you create a job, you can track it from scheduling to payment.
Create a job (30 seconds)
Open the job form
Go to Jobs → Create Job. Or click the "+" button on your dashboard.
Fill in the details
Choose a customer, enter what work you're doing, pick a date, and add the service address.
Save the job
Click "Create Job" and it appears in your schedule immediately.
Job information fields
Customer
Who you're working for. If they're not listed, click "Add New Customer"
Service
What work you're doing. Choose from your preset services or enter custom work
Date & Time
When you'll do the work. You can set specific times or flexible windows
Service Address
Where you're going. Can be different from the customer's main address
Assigned To
Which team member will do the work. Leave blank for unassigned jobs
Notes
Special instructions, access codes, or job details
After creating a job
Once you create a job, several things happen automatically:
- The job appears in your Jobs list and Schedule calendar
- You can edit, reassign, or reschedule it anytime
- When completed, you can create an invoice with one click
- The customer can receive notifications (if enabled)
First job tip
Your first job gets automatically assigned to you. As you add team members, you can assign jobs to them or leave jobs unassigned for flexible scheduling.
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