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Jobs are the core of RouteNio - every delivery, transport run, service call, or booking lives here. This guide walks through creating your first job manually from start to finish.

💡 Faster Ways to Create Jobs

Once you're familiar with the form, try importing jobs from a CSV (Import Jobs) or creating jobs via email using the Email Ingestion feature. For repeat routes, the Routes Library auto-fills pricing automatically.

Step 1 - Open the Job Form

  1. Navigate to Jobs in the left sidebar.
  2. Click Create Job in the top-right corner.
  3. The job creation slide-over panel opens on the right.

Step 2 - Client & Reference

  1. Job Reference - the system auto-generates a sequential reference (e.g., JOB-0042). You can overwrite it with your own reference number (e.g., a client PO number).
  2. Client - select from your client list. If the client doesn't exist yet, click the + button to create them on the fly without leaving this form.
ℹ️ No Client Yet?

If you haven't added any clients yet, see Create Your First Client first - you'll need at least one client before creating a job.

Step 3 - Job Details

  1. Job Type - select the service type (Delivery, Pickup, Transfer, etc.). The options shown depend on your fleet type configuration.
  2. Pickup Address - enter or search the pickup location. Google Maps autocomplete suggests addresses as you type.
  3. Delivery Address - the destination address. For multi-stop jobs, click Add Stop to insert intermediate stops.
  4. Date - the scheduled service date.
  5. Time - the pickup time. Leave blank if no specific time is required.
  6. Estimated Duration - optional. If your fleet type tracks time-based billing, enter the expected job duration.

Step 4 - Route & Pricing

  1. Click Select Route to choose a pre-configured route from the Routes Library.
  • Selecting a route auto-fills the rate, distance, and pricing fields.
  • If no matching route exists, fill in pricing manually.
2. **Rate Type** - choose Flat Rate, Per Kilometre, Hourly, or Weight-based (depending on fleet type).
  1. Price - enter the quoted amount for this job.
💡 Routes Library

Pre-configuring your common routes in the Routes Library is the biggest time-saver in RouteNio. One click replaces five manual fields every time.

Step 5 - Notes & Documents

  1. Notes / Special Instructions - add anything the driver needs to know: access codes, parking instructions, fragile cargo warnings, etc.
  2. Attachments - drag and drop or browse to attach any documents (delivery dockets, purchase orders, manifests, etc.). These appear in the driver's mobile view.

Step 6 - Save the Job

  1. Review all fields.
  2. Set Status to Pending (the default for new jobs awaiting assignment).
  3. Click Save Job.

The job is now listed in Jobs → Pending, ready to be assigned to a driver and vehicle.

What Comes Next?

Troubleshooting

IssueSolution
Can't find the client in the dropdownCreate the client first, or use the inline + button
Address not resolvingTry entering the full street address including suburb and postcode
Pricing fields are greyed outSelect a Rate Type first to unlock the price field
Job not appearing after saveCheck the Status filter - it may be filtered to Active only

Last updated: 2026-03-13