---
title: "Add jobs to the order"
url: "https://help.simasuite.com/en/article/new-article-6619131b-218a-4c77-aa6f-4218d00a74d9"
language: "en"
last_updated: "2026-06-03T15:12:26.477Z"
---

# Add jobs to the order

This document describes how to configure and add new service jobs to the order. The screen is divided into two main areas: **Job Configuration**, and the section for adding **Campaigns**Packages and Offers **or** Free Job

## **1\. Job Configuration**

This section allows you to define the general characteristics and context of the job to be performed.

-   **Service type:** Select the main service type.
-   **Job origin:** Indicates how the job request originated.
-   **Job type:** Specifies the nature of the work to be performed.
-   **Customer notes:** A free text field to add any comments, requests, or information provided directly by the customer.
-   **Internal observations:** Use this field to record technical notes or comments that are relevant to the internal team but are not visible to the customer.

## **2\. Add a Free Job**

Once the general data is configured, you can add specific tasks. This guide focuses on the **Free Job** tab, which is used for tasks that are not part of a predefined campaign.

### **Steps to add a Free Job**

Follow these steps to register a new task:

1.  **Select the tab:** Make sure the **FREE WORK** tab is selected.
2.  **Description:** Enter a clear and concise summary of the work to be performed in the **Description** field. For example: "Front brake system inspection".
3.  **Estimated time:** In the **Time units** field, enter the estimated time in **Minutes** that the task will take to complete.
4.  **Additional options:**
5.  -   **Requires budget:** Check this box if the task requires customer budget approval before being performed.
    -   **Repetitive work:** Check this box if this is a recurring task.
6.  **Add work:** Click the **\+ Add** button to add the task to the service order.

Once added, the work will appear in the work summary. You can repeat this process to add multiple "Free Work" tasks.

## **3\. Add a Campaign**

Use this tab to add work that is part of a service campaign or an official manufacturer recall. The system will automatically display applicable campaigns.

The list of available campaigns is displayed in a table with the following information:

-   **Description:** Full details of the campaign.
-   **Code:** Unique campaign identifier (e.g.: `TKTV`69EJ`Expiration date:` Deadline for performing the campaign.
-   **Time:** Estimated time for completing the work (if defined).
-   **Actions:** Displays a button to add the campaign to the order

**How to add a campaign to the service order?**

1.  Locate the campaign you want to add in the list.
2.  Click the button **\+ Add** located in that campaign's row.
3.  The campaign will be added to the current order's job summary.

## **4\. Add Packages and Offers**

This tab allows you to search for and add predefined maintenance packages or special offers to the service order. These packages typically group parts and labor at a fixed price, streamlining the creation of estimates for common operations.

**Steps to add a Package or Offer:**

1.  **Select the tab:** Make sure the **PACKAGES AND OFFERS** tab is selected.
2.  **Search for the package:** Use the **Search package** field to find the job you need. You can type keywords like "battery", "oil change", or the package code.
3.  **Review the results:** The system will display a list of packages matching your search in a table with the following information:
4.  -   **Type:** Package origin (e.g., Importer).
    -   **Description:** Package name and details (e.g., "LP VW Battery 44Ah").
    -   **Code:** Unique package identifier.
    -   **Price:** Package cost for the customer.
    -   **UDTs:** Estimated time units for the job.
5.  **Add the package:** Locate the desired package in the list and click the **\+ Add** button to add it to the service order. You can also click the eye icon (👁️) to view package details.

## **5\. Job Summary**

By clicking the button "**Job Summary**, a side panel unfolds on the right. This panel is the final step where you can review all selected tasks before confirming them in the service order.

### **Panel Features**

1.  **Job List:**
2.  -   In this panel, you will see a list of all the jobs you have added, both from the "**Campaigns** tab as well as from "**Packages and Offers**" or from "**Free Job**Each item in the list shows the estimated time, the code (if applicable), and the job description.
    -   Delete a Job:
3.  **If you have added a job by mistake or the client decides not to proceed with it, you can remove it from the list.**
4.  -   To do this, click the "
    -   trash can icon**) that appears to the right of the job you want to remove.**Confirm and Assign:`Once you have verified that all jobs are correct, the final step is to assign them to the service order.`Click the green button "
5.  **Assign to Order**
6.  -   " at the bottom of the panel. This will confirm your selection and formally add it to the vehicle's work order.
