New Job - Bee Rescue CRM

Customer Information

Quick Select Existing Customer

First Name

Last Name

Phone

Email(s) Separate multiple emails with commas

📱 Send SMS review request (7 days after service) ⚠️ Uncheck if this is a landline, office line, or commercial account

Service Street Address

Service City

Service State

Service ZIP Code

Service Details

Service Date

Fiscal Year

Customer Type (select all that apply)

Commercial Account Residential Repeat Customer

Warranty

Service Description

Manager

Tenant

Multiple Hives (add location details for each hive)

Beehive Location

Age

Materials

Billing address is different from service address

Payment Details

Total Amount ($)

Payment Status

Payment Method

Amount Paid ($)

Enter the amount already paid (for partial payments)

Field Rep Initials

Internal Notes

Job Photos & Documents

Upload Photos (optional)

Photos will be attached to the invoice email sent to customer

Upload Client PDF (optional)

Upload signed documents, contracts, or other PDFs

Customer Signature

Customer signature below:

🐝 New Job Entry