Creating Jobs

There are three different ways that you can create jobs, convert an invoice into a job, create a job from the Actions tab and create a job from a calendar.

Convert an Invoice into a Job

Converting an invoice to a job is the simplest way to create a job in Industrack. To learn the process on how to do this, go to the Estimates module.  

Create a Job from the Actions Tab

From the Actions Tab, at the upper right-hand corner of the page, select Add New Job. This will bring up the Add New Job window. This is discussed in detail in the section Add a New Job

This is particularly useful if you want to create a job that will not yet be assigned to a specific field employee or scheduled for a specific date. You can use this to create jobs for future scheduling. The job will be listed under the Unassigned Jobs. You can update these jobs later when you are ready to assign them. More of unassigned jobs at the section Unassigned Jobs.

You can access the Add New Job window from the Actions tab from whatever Calendar View .

Create a Job from a Calendar

Default Calendar, Timeline View

If you know when the job will be performed and who will be doing it, create the job directly from the default calendar, Timeline View. Just open the calendar to the date when the job will be done, find the specific time and field employee. Double click on it and the Add New Job window will open. The field employee and start date and time will already be filled in. This is discussed in detail in the section Add a New Job.

Default Calendar, Other Views

Double click on the date and time when the job will be scheduled. The Add New Job window will open. The start date and time will already be filled in but you will have to assign the field employee. This is discussed in detail in the section Add a New Job.

Custom Calendars

Similar to the Default Calendar, you can create jobs from either of the views of the custom calendars. However, the job can be assigned only to field employees who belong to the employee groups that are assigned to the calendar. Field employees who are not assigned to the calendar will not be shown on the calendar or included in the drop-down list of field employees.

Jobs created without assigned field employees or start dates and time will be added to the custom calendar’s Unassigned Jobs list.