Create Your First Job

So you’re ready to create your first job in Rivvex. This walk-through takes you through every step using a realistic example: a customer named Maria Ruiz calling about a broken fence panel on her ranch-style property.

Before You Start

All you need is enough information to get going. That might be just the caller’s name, a brief description, and how to get in touch. You can fill in the rest later.

Step 1: Log into Rivvex

Go to your Rivvex account and sign in. When you land on the dashboard, look for the New Job button in the top right corner. Click it, or simply add a new entry by clicking on the existing job you want to add to.

Step 2: Enter the Customer’s Information

The first screen asks for customer details. Follow along with the example:

1. First Name: Maria
2. Last Name: Ruiz
3. Phone Number: (555) 867-5309 (she gave this on the call)
4. Email Address: Leave blank for now. She hasn’t shared her email on the phone.

What if the customer already exists? If Maria Ruiz is already in your system, Rivvex will recognize the name and phone. You can select the existing record instead of creating a duplicate.

Step 3: Describe the Job

You’re now on the main job form. Here’s what to fill in based on the conversation with Maria:

Step 4: Enter the Service Location

If the job is at the customer’s home or business:

1. Street Address: 742 Evergreen Terrace
2. City: Springfield
3. State/Province: Or
4. Zip/Postal Code: 774567
5. Notes for the crew: Back gate, right side of the yard. Dog in the yard, so be cautious.

These details make it easy for your field team to find the exact spot and prepare appropriately.

Step 5: Set a Price or Choose “Will Quote”

Maria asked: “About how much would it cost to fix that?”

You gave a rough estimate on the phone. You have 2 options here:

Option A: Enter a ballpark price If you think it’ll be around $300–$400, enter $350 as a working estimate. Mark it as “Estimate” not “Fixed Price” so everyone knows it’s approximate.

Option B: Postpone pricing until after an assessment Set the price to “To Be Determined” and add a note: “Need a crew member to inspect the damage before pricing the repair correctly.”

Both approaches are fine. Rivvex is built for situations where the price isn’t known yet. You can update it any time.

Step 6: Decide on the Next Step

Since you can’t be 100% sure the fence repair is simple, let’s say the situation calls for an on-site evaluation first.

1. Create a Site Visit: Set a date and time for a crew member to visit.
2. Mark the Job Status: Change to “To Review” so the system and your team know what’s pending.
3. Notes to yourself: “Call Maria by 3 PM to confirm she’ll be home.”

Step 7: Save and Move On

You have a fully set up, ready-to-go job record. Hit Save in the top right. The system will confirm that the job was created successfully.

Congratulations, you just completed your first end-to-end job setup in Rivvex.

If Something Went Wrong During the Call

Real life is messy. What if you missed some information?

No address? Add “TBD Pending Confirmation” in the address field and note in the description that you need the customer’s location.

Unclear scope? That’s fine. Your field team’s first task is to find out the details. Document that the on-site visit is the information-gathering phase.

Customer not sure when they’ll be available? Schedule a placeholder and mark it as tentative. Update when they confirm.

The beauty of Rivvex is that you don’t need every box filled in to move forward. Start with what you know and build on it.

What Happens Next

Your job’s now active in the system. Here’s the flow:

1. The site visit happens: the crew member fills out the on-site review form.
2. The damage is assessed: they take photos, write a note, and say “replace the panel with a new one, $280.”
3. You send a quote to the customer once the crew member submits their findings.
4. The customer accepts the quote and you get a notification.
5. The work is scheduled and completed.

You’ll learn more about the next phases in the Job Lifecycle section.

Quick Recap

If you follow these steps, your first job will be set up correctly, and every person on your team will know exactly what to do.