Creating New Jobs
How to access Jobs
- Tap the three horizontal bars at the upper left corner of the screen, then select Job from the menu.
Add a New Job
- In the Job module, tap the + icon in the top-right corner to create a new job.
Select a Customer
- Use the search bar to find the customer by name, or scroll through the list manually. Once you locate the customer, tap their name.
- If you can’t find the customer, tap the + icon to add a new one.
Choose a Service Location
- If the customer has multiple service locations, these will be listed. Tap the correct location to proceed.
- Tap the arrow icon in the top right to move forward.
Create New Job
Enter Job Details
- Job Description: Add a brief description of the job.
- Job Number (optional): Enter a job number if desired.
- Estimated Date and Time: Tap each field to set up the start and end times, as well as the start and end dates.
- Job Template: Select a pre-made job template from the drop-down menu.
- Tap the check button in the top-right corner to save. Your job will now appear on the Job Lists page.
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