Adding a job

When you would add a job by hand

Almost every job on the Jobs page arrives on its own. Verinode reads the CSV exports, estimates, invoices, and emails that already move through your ERP and estimating tools, and jobs appear as that data flows in. You do not build your job book by typing it in, the same way you do not rebuild your inbox by hand. That is the whole point of an independent data trust: the work is already documented somewhere, and Verinode's job is to pull it together, not to make you re-enter it. See connecting your data for how that inflow is set up.

So manual Add Job is the exception, not the routine. It exists for the one-off case where a job is real but its paperwork has not reached Verinode yet, for example:

• A claim just came in by phone and you want it on the board today, before the assignment email or the estimate export catches up.
• A cash or time-and-materials job that never touches a carrier feed, so no document will ever flow in to create it.
• You are trying the platform with a handful of jobs before your first import, and you want something concrete to click through.

In every one of those cases the honest move is: add the shell now, and let the real documents flow in later and fill it out. Adding a job manually does not lock anything, when an estimate or invoice for the same claim arrives afterward, it lands on the job you started.

Opening the dialog

On the Jobs page, open Add Job. A modal titled Add Job slides up with a short form. Every field sits in one column, and you can close it any time with Cancel or the escape key without saving anything.

Every field, and whether it is required

The form is deliberately short. Only one field is ever pre-filled, and nothing is hard-blocked, you could save with just the default category set. But a job with no client, no amount, and no date is a nearly empty shell, so the more of these you fill, the sooner the job has something to analyze.

Category

A dropdown, and the only field that starts with a value. It defaults to Water Mitigation. The full list is Water Mitigation, Fire Restoration, Mold Remediation, Storm Damage, Reconstruction, Contents, Biohazard, and Other. Pick the one that fits the work. This is a short, familiar convenience list, not your full taxonomy, if the job does not fit any of them, choose Other and let the real category settle once documents flow in.

Required? Effectively yes, in that it always carries a value. You never have to touch it, but it is worth setting correctly because category drives how the job is grouped and benchmarked.

Carrier / TPA

A search box labeled Carrier / TPA with the placeholder "Search existing clients or type a new name…". This is the client picker, and it works three ways:

• Your clients. As you type, carriers and TPAs already on your account appear under a Your clients heading. Pick one to attach the job to a client Verinode already knows.
• From Verinode database. Matches from Verinode's shared carrier and TPA directory appear under From Verinode database, each tagged Enriched profile or Verinode catalog with a + Add action. Picking one both attaches it to this job and adds that client to your account.
• Use a new name. If nothing matches, a Use "{name}" option appears with Create new carrier on save. Choosing it creates a new carrier under that name when you save the job.

Once you pick a client it shows as a copper chip with its name and type (carrier or TPA); the small close control on the chip clears it so you can search again. While a search runs you will see Searching…, and before you have typed enough the box reads "No clients yet, type a name to create one" or "Type to search…" depending on whether you have any clients yet.

Required? No. A cash or private job with no carrier is fine, leave it blank. But attaching the right carrier or TPA is what lets the job join carrier and TPA benchmarks later, so add it when you know it.

Claim Number

A free-text field, placeholder "Optional". Enter the carrier's claim number if you have it. It becomes the job's title on the board (the card and table row read "Claim {number}"), and it is what search matches on. Claim numbers are sensitive, so Verinode encrypts this value at rest under your own Vault Key.

Required? No.

State

A short text field, placeholder "e.g. FL", capped at two characters. Enter the two-letter state code. Verinode stores it uppercased, so "fl" becomes "FL" on save.

Required? No.

Insured Name

A free-text field, placeholder "Optional". The name of the insured or homeowner. Like the claim number, this is sensitive and is encrypted at rest under your Vault Key.

Required? No.

Estimated Amount

A number field with a $ prefix and placeholder "0". Enter the job's estimated value in dollars. This gives the job a headline number to show on the board before any approved, billed, or collected figure exists, and it is the baseline the approval gap is measured against once an estimate is approved.

Required? No.

Date Assigned

A date picker. The day the claim was assigned to you. This is the job's start date for the board's date filters and the anchor of its lifecycle, so setting it puts the job in the right place on the calendar and in "this year / this month" views.

Required? No, but it is the single most useful optional field for a fresh manual job, because without any date the job falls back to its created date for filtering and calendar placement.

Saving, and what happens next

Press Add Job. The button reads "Adding…" while it saves. If something goes wrong, a red line appears at the bottom of the form with the reason, and nothing is lost, fix it and try again.

On success the dialog closes, the form resets, and the Jobs page refreshes so the new job is on the board immediately. The job is created with an active lifecycle status. If you typed a brand-new carrier name, that carrier is created and linked to your account in the same step. Claim number and insured name, if you entered them, are written encrypted.

From that moment the job behaves like any other job on the board. It has a job profile you can open, it shows up in the list, table, and calendar, and it carries the same lifecycle dots (Assigned, Started, Billed, Paid) as a job that flowed in from a document. See finding your jobs for the ways to view it.

Best-practice flow

The cleanest way to use manual add: enter the Category, attach the Carrier / TPA (search first, create the name only if it is genuinely new), set the Date Assigned, and add the Claim Number so the job has a real title. Leave insured name and amount for later if you do not have them at hand. Then forward the assignment email and the estimate the moment they exist, see forwarding documents, and the shell you started fills out on its own. You spend ten seconds putting the job on the board, and Verinode does the rest as the data flows in.

Data sources