Creating a job in Run a Call takes about a minute. This walkthrough covers the standard path — service call for an existing customer, scheduled later this week.
Open New Job
From any page, click + New in the top nav and choose Job, or go to Jobs → + New Job.
Pick a customer
Start typing the customer's name, phone, or address. If they're not in the system, click + New customer and fill in:
| Field | Notes |
|---|---|
| Full name | Required. |
| Phone | Mobile preferred — used for ETAs and the payment link. |
| Used for receipts and follow-ups. | |
| Service address | Auto-validates against USPS. |
If the customer has multiple properties, choose the right one.
Choose a job type
Job types define the default scope, line items, and tech skill required. The built-in types are Service, Maintenance, Installation, Estimate, and Callback.
Callback is special: it's the type used when a tech books a return visit, and the new job's parent_job_id links back to the original. Don't use Callback for fresh work — it'll skew your reporting.
Set priority
| Priority | When to use it |
|---|---|
| Emergency | No-heat / no-cool / leak — same-day, drop-everything. |
| Urgent | Today or tomorrow if possible. |
| Scheduled | Booked appointment for a specific date. The default for most work. |
Priority drives where the job sits on the dispatch board and how Runny weighs it for auto-assignment.
Schedule
Pick a date, start time, and end time (e.g. 1:30 – 3:00 p.m.). Assign a tech — or leave Unassigned if you want dispatch to balance later or let Runny auto-assign. The assigned tech gets a push notification on the mobile app immediately.
If you assign a tech who isn't qualified for the job type, you'll see a warning. You can override it; the warning is so dispatch knows.
Helpers
The main tech can have helpers assigned alongside them (apprentice, second-tech, ride-along). Add them under Helpers below the main assignee. They see the job on their mobile too, but billing and primary accountability stay with the main tech.
Attach a checklist (optional)
If you've built checklists in the pricebook (e.g. Furnace maintenance, AC install QA), you can attach one here so the tech walks through it on site. See Job checklists and forms.
Add the work scope
Drop in:
| Element | What it does |
|---|---|
| Line items | Pulled from the pricebook (parts and services). |
| Notes | Internal (only your team) or customer-facing (shows on work order). |
| Equipment | Attach an existing unit at the address so service history rolls up to it. |
Hit Save. The job lands on the dispatch board.
What happens next
- The customer gets an SMS confirmation immediately.
- A reminder fires 24 hours before the appointment.
- When the tech taps On my way, the customer gets a live ETA text.
- When the job closes, the invoice draft is already built from the line items.