Quick Create overview
Use Quick Create from the top bar to start common records without leaving your current screen — subject to role and subscription write access.
Where Quick Create lives
#Quick Create opens from the top bar as a sheet of create shortcuts. It is meant for office and field leads who need to spin up a job, client, site, team, or similar record without navigating away from the current module.
On mobile, the same sheet pattern keeps create flows full-screen and thumb-friendly. After you finish, you return to the context you were in.
Who sees which actions
#Available create actions depend on your organization role and whether the workspace can mutate. Technicians typically see fewer create options than OWNER, ADMIN, or OPERATIONS_MANAGER. If the subscription is trial-expired, suspended, or cancelled, create actions disable with messaging that the workspace is read-only until activation.
If an expected shortcut is missing, check role, active organization, and subscription status before assuming a product bug. See the troubleshooting article on missing Quick Create.
After you create something
#New jobs still follow the job lifecycle — creating a draft does not dispatch it. New clients and sites become available for job assignment immediately inside the same organization. Invites still go through Members, not Quick Create.