Resolving Job Creation Wizard Validation Errors

6 min read

Updated January 18, 2025

WizardValidationErrorsJob Creation

The "Next" button is disabled, or red error messages appear when trying to proceed through the job creation wizard.

Understanding Wizard Validation

Each step in the 8-step wizard must be completed correctly before you can proceed. The system validates required fields and logical consistency at each step.

Step-by-Step Error Resolution

Step 1: Customer Selection

Error: "Please select a customer or add a prospect"

Cause: No customer has been selected

Solution:

- Click on a customer from the list to select them

- In Quote mode, you can also use "Quick Add Prospect" if the customer doesn't exist yet

- A blue highlight indicates the selected customer

Step 2: Job Type & Scheduling

Error: "Please select a job type"

Solution: Click one of the job type buttons (Delivery, Pickup, Service, Survey/Estimate)

Error: "Please select a scheduled date"

Solution: Use the date picker to select when the job should occur

Error: "Please specify rental duration (minimum 1 day or 1 hour)"

Cause: For delivery jobs, you must specify how long the rental will last

Solution: Enter at least 1 day or enable "Indefinite Rental" if the duration is unknown

Error: "Hours must be 23 or less when using hourly billing"

Cause: When using hourly billing without full days, hours cannot exceed 23

Solution: Adjust hours to be 23 or less, or add additional days

Step 3: Location Selection

Error: Missing street or city address

Solution:

- Select an existing service location from the customer's saved addresses

- Or manually enter a complete address with street and city

Step 5: Products & Inventory

Error: "All selected quantities must be greater than 0"

Cause: You've added a product but set quantity to zero

Solution: Either remove the product or set a quantity of 1 or more

Error: "Please allocate inventory quantities for your scheduled pickup jobs"

Cause: You've scheduled a pickup (main or partial) but haven't specified what to pick up

Solution: Scroll to the pickup allocation section and specify quantities for each pickup job

Step 6: Services & Frequency

Error: "Please select at least one service for a service job"

Cause: Service-type jobs require at least one service to be selected

Solution: Add at least one service from the service catalog

Tips to Avoid Validation Errors

Complete each step fully before clicking "Next"

Watch for red-highlighted fields indicating missing information

For delivery jobs, always specify rental duration or enable "Indefinite"

For service jobs, always select at least one service

For Your Customers

For Your Technicians

For Your Business

Resolving Job Creation Wizard Validation Errors

For Your Customers

For Your Technicians

For Your Business

Resolving Job Creation Wizard Validation Errors

Understanding Wizard Validation

Step-by-Step Error Resolution

Step 1: Customer Selection

Step 2: Job Type & Scheduling

Step 3: Location Selection

Step 5: Products & Inventory

Step 6: Services & Frequency

Tips to Avoid Validation Errors

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Understanding Wizard Validation

Step-by-Step Error Resolution

Step 1: Customer Selection

Step 2: Job Type & Scheduling

Step 3: Location Selection

Step 5: Products & Inventory

Step 6: Services & Frequency

Tips to Avoid Validation Errors

Was this article helpful?

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