SimplySub gives subcontractors a straightforward way to create and organize new jobs. You can start from the Jobs Board, connect the job to a customer, add a job name or address, and select the appropriate status.
What this Feature Spotlight covers
The video walks through the complete job creation process on both desktop and mobile.
- Starting a new job from the Create menu on the Jobs Board
- Assigning an existing customer or creating one during job setup
- Adding a job name, number, or address
- Selecting a configurable job status
- Creating a job directly from a customer record
- Using the same workflow on phones and tablets
Why it matters
Every project needs a clear starting point. Creating a job in SimplySub gives your team one organized record for the customer, job details, status, and future activity.
You can assign an existing customer, create a customer without leaving the setup screen, or leave the customer unassigned until more information is available. This flexibility helps your team capture new work without slowing down the process.
Built to stay simple
The job setup form focuses on the essential details needed to get started. Enter a recognizable job name or address, choose a status, and submit the record.
Job statuses can be configured and reordered to match your company’s workflow. The mobile layout also follows the same process as the desktop version, so field and office teams can create jobs from the device they already use.