Your first job, start to finish

WebZaras app3 min readUpdated October 18, 2026

The quickest way to learn Zaras is to take one real job all the way through: a customer, a job with a visit, the work done, an invoice sent and the payment recorded. Each part links to the full article. There is no setup checklist. Set up your business gets your details, prices and tax right on the first invoice, and Import your data brings in an existing customer list.

1. Add the customer

Choose Create at the top of the sidebar, then Contact on the web, or tap New contact on the Contacts tab in the Zaras app.
Fill in the name and a phone or email.
Press Save contact on the web, or tap the check mark at the top right in the Zaras app. Manage contacts covers addresses and extra people.

The Create menu at the top of the sidebar: Contact, Job, Estimate, Invoice — Web — Choose Create, then Contact.

The New contact form on the web with the name, company, email and phone filled in, and the Save contact button at the top right — Web — Fill in the contact, then select Save contact.

The New Contact screen in the Zaras app with the first name, last name and company filled in, and the check mark that saves it at the top right — Web — Fill in the contact, then select Save contact.

2. Create the job

Press New job on the new contact. You can also choose Create → Job on the web, or tap New job on the Work tab in the Zaras app.
Describe the work and add at least one line item. A job can't be saved without one.
Press Save job on the web, or tap Create job in the Zaras app. A job can also come from an accepted estimate: Create a job.

A new job on the web for the same customer, scrolled to Line items: one line, Drain line clearing at $165.00, and the job total of $165.00 beside the Save job button at the top — Web — Add a line item, then select Save job.

A new job in the Zaras app with one line item filled in under Line items, and Create job at the bottom — Web — Add a line item, then select Save job.

3. Schedule a visit

Press Add visit on the job.
Pick a date and time. If you are the workspace's only member the visit is yours. Otherwise pick the technician. Save the visit.
Press Send confirmation to email the customer the appointment. Arrival windows and repeating visits: Schedule a visit.

The Add visit dialog with a title, instructions, a scheduled date and time, and the assigned technician — Web — Set the date and time, then create the visit.

The Add Visit sheet in the Zaras app with a visit title, Scheduled chosen, the date and time, and Save at the top right — Web — Set the date and time, then create the visit.

4. Do the work

Open the visit from Home or Schedule in the Zaras app.
Tap Clock in when you arrive (Start visit on the job's visit on the web).
Add photos, or a Signature if you need one.
Tap Clock out & complete in the Zaras app, or press Complete visit on the web.
When every visit is done, the job asks All visits complete: press Complete job. More in Run a visit and Finish a job.

A visit in the Zaras app: the service address, the assigned technician, Clock in, and On my way, Signature and More under it — Zaras app — Tap Clock in when you arrive.

5. Invoice it

Press Create invoice on the job.
Check the invoice, then press Send invoice to email it. See Create and send an invoice.

A completed job on the web: the progress bar reads Scheduled, Started, Completed, and Create invoice is the next action — Web — On a completed job, select Create invoice.

A completed job in the Zaras app: Needs attention says the job was completed but not invoiced, with Create invoice — Web — On a completed job, select Create invoice.

6. Record the payment

When the customer pays, open the invoice.
Press Record payment and enter the amount, method and date. Partial payments, voids and write-offs: Record a payment and close an invoice. Card payments through the invoice link: Online payments.

The Record payment dialog for the same invoice: the amount due, the payment method, the date and notes — Web — Record payment on the same invoice once the customer pays.

Who can do this

Each step needs its own capability: Manage contacts, Manage jobs, Manage schedule and Manage invoices. Owners, admins, office and technicians hold all four by default. If a button is missing, ask an owner or admin to switch it on for your role under Settings → Team & roles → Roles.