How To Create A Job

Jobs in Chekkit help you organize service work, appointments, or internal tasks linked to clients or opportunities. Here’s how to create a new job from your dashboard.

Create a job

1. Open Create

   In the left sidebar, click Create (often marked with a +).

2. Select Job

   From the menu, click Job. The new job form opens.

3. Enter the details

   • Job name or description
   • Customer or contact
   • Assigned team member
   • Start and end date

   Link the job to the correct client or opportunity so tracking stays accurate.

4. Save

   Click Save. The job appears in your dashboard, where you can view, update, or reassign it anytime.

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Hopefully this helps you get everything running. If you have any difficulties or other questions, contact us at support@chekkit.io!