Creating a Job

Jobs are the center of GlassFlow. Here's how to create one from start to finish.

Admin Flow (6 steps)

Step 1 — Customer

Search for an existing customer by name or phone number. If they're not in the system yet, you can create a new customer record right from this screen — just enter their name, phone, email, and address.

If the customer is unknown (e.g. a drive-by appointment), select "Unknown customer."

Step 2 — Vehicle

Enter the vehicle year, make, and model. If you have the VIN, enter it in the VIN field — GlassFlow will automatically fill in the year, make, and model for you.

Check any applicable boxes: R&I (remove and install), Chip Repair, Warranty, or ADAS Required.

Need to add multiple vehicles? Toggle Multi-Vehicle and fill in each one separately.

Step 3 — Job Details

Add the part number(s) for the job. Choose OEM or aftermarket, and select which inventory location the part should come from.

Step 4 — Schedule

• Assign a technician (and optionally a helper for two-man jobs)
• Set the scheduled date and expected time frame (e.g., 8–11 AM)
• Enter the job address

Step 5 — Financial

Set the dollar amount, tech pay, ADAS pay (if applicable), helper pay (if two-man), and insurance details if it's an insurance job.

This step is only visible to admins.

Step 6 — Review

Confirm everything looks right and click Create Job.

Technician Flow (5 steps)

Same as above without the Financial step. Jobs created by a technician default to New Lead status.

Tips

• VIN auto-decode: Enter the full 17-character VIN and the vehicle details will populate automatically
• Job number: Auto-assigned based on the technician and date — no need to enter it manually
• Returning customers: The app will show a "Returning" badge if the customer has completed jobs in your system

Still need help? Chat with us using the support widget.

Updated on: 29/03/2026