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Creating a job

A job in Flow starts with intake — one form that captures the customer, the site address, what you saw on site, and the scope of work. Fill it in, save it, and Flow lets you push the job into the bid builder once three requirements are met.

Start from Jobs → + New job, or the + New job button on the empty jobs list. The form has three sections — Customer, Site assessment, and Scope — followed by a row of status pills and the Build the bid button.

The two-step rhythm: Save, then Build the bid

Intake is a two-step action, and the order matters:

  1. Save creates the job as a draft. Once saved, a job ID appears under the heading (for example, clx… · draft) and the record exists in your jobs list with the status Intake.
  2. Build the bid advances the saved draft into the bid builder. This button stays disabled until the job is saved and all three requirements are green.

If everything is filled in but you haven't saved yet, Flow reminds you: "Save the job first to advance." You can save as often as you like — a draft is not a commitment, and nothing goes to the customer at this stage.

Customer section

This is who you're doing the work for and where the work happens. Customer and site address are captured together here.

Field Required? Notes
Name Yes The customer or account name — e.g. Reyes Residence.
Contact name Yes The person you deal with.
Email See below Marked optional, but read the note below.
Phone See below Marked optional, but read the note below.
Address Yes Street line of the job site.
City No
State No Two-letter code; defaults to CA.
ZIP No

Email and phone are effectively "one of the two." Neither field carries a required asterisk, but the Customer complete requirement (see below) only turns green when you've entered a name, a contact name, and at least an email or a phone number. So while you can save a draft without either, you can't build the bid until the customer has at least one way to be reached.

The job's name is generated for you from the customer name and street address (for example, Reyes Residence — 1234 Oak St). You don't type it separately.

Site assessment section

This is where you record what you found on site.

Site condition flags. Three toggles let you mark conditions that affect pricing:

  • Existing finished surfaces
  • Pre-1980 panel
  • Insulated ceiling

In v1 these flags are informational. Flow evaluates them against your task scope to surface premium hints later in the workflow, but they do not block intake and are not required to move forward.

Measurements. Click + Add measurement to add a row. Each row has a Room / area field and a free-text Notes, dimensions field. Add as many as you need; the × removes a row.

You need at least one measurement to build the bid. In v1 a measurement is just those two text fields — there's no structured length/count entry and no photo attachment on the intake form.

Scope section

This is the list of tasks the job involves, pulled from your task catalog.

Type in the Search tasks… box to filter your task codes by label or code, then click a result to add it as a scope line item. Each task can be added once — Flow ignores a duplicate. The × on a line removes it.

You need at least one line item to build the bid.

A caveat worth knowing: at intake you're only choosing which tasks apply. You do not set quantities, counts, or unit times here — that happens in the bid builder. Intake captures the shape of the work; the bid puts numbers on it.

The three requirements to build the bid

The pills above the Build the bid button show what's still needed. All three must be green:

  • Customer complete — name, contact name, and an email or phone.
  • ≥1 measurement — at least one measurement row.
  • ≥1 line item — at least one scope task.

These are checked twice: live in the form as you type, and again on the server the moment you click Build the bid — so a half-finished job can't slip through. When all three pass and the job is saved, Build the bid moves the job to Ready to bid and takes you to the bid builder.

What's not in v1 yet

Being straight with you about intake's current limits:

  • No photos on intake. Measurements are text only.
  • No structured measurements. A measurement is a room label plus free-text notes — Flow doesn't parse dimensions or counts out of it.
  • No quantities at intake. You pick which tasks apply; the quantities and pricing live in the bid builder.
  • One address, site only. Intake captures a single site address. There's no separate billing address, no second address line, and no map/autocomplete — you type the fields in.
  • No customer reuse. Every intake creates a new customer record; you can't yet pick an existing customer to start a second job for them.
  • Draft edits. Intake is built to create a job. Reopening a saved draft to keep editing it is thin in v1.