Create a job

Before you start

A job is done for a client, so the client must exist first. See Add a client.

You also need permission to create jobs. If you do not see the New Job button, ask the owner of your Clevra account.

Start the job

1. Open Jobs.
2. Select New Job.
3. Under Client & property, choose the Client.
4. Choose the Property where the work is. A client with one property has it filled in already.
5. Under Job details, enter a Title. The client and the title are the only details Clevra needs.

Add a Description if the crew should know more about the work. The job number is assigned when you save.

Book the first visit

A visit is a time your team is on site. Under Schedule, choose One-time for work done once.

1. Pick the Date. It starts on today, and a day already past cannot be picked.
2. Under Time, choose when the visit starts and when it ends. Tick Any time that day if there is no arrival window.
3. Under Team, select Assign team members and pick each person who will do the work.
4. Select Done.

Add Visit instructions for anything the crew needs on the day, such as a gate code. Select Add another visit for work that takes more than one visit.

Not ready to book a time? Select Schedule later. The visit waits in the Unscheduled list on the Schedule page, and you can book it from there. See Schedule a visit.

Work that repeats

For work that comes back on a regular pattern, choose Ongoing instead of One-time.

1. Set up the First visit: the day it Starts on, its time and its team.
2. Under Repeats, choose the Frequency.
3. Under Ends, choose After a number of visits or On a date.

Below the pattern, Clevra shows how many visits it makes and the dates of the first and last.

Add what you will charge

Under Products & services, each line is one thing you are charging for.

1. In Item, type the service or product. As you type, Clevra lists your saved services; pick one to fill in the line.
2. For something you have not saved, choose Add “…” as a new service to keep it for next time, or Use “…” on this job only.
3. Set the Qty and the Unit, and enter the Unit price. Clevra works out the line's Total.
4. Select Add item for another line.

The Subtotal, Tax and Total update as you go. A line you leave completely empty is left out when you save.

Save it

Write anything for your team only under Internal notes; your client never sees them.

Select Save Job. Clevra opens the new job, with its visits under Visits.