Preparing a Job for Scheduling

Use this guide to get your job ready for scheduling — from finding the job to finalising its details.

1. Find the Job

• Use the Global Search bar.
• Enter the Customer Name or Job Number.
• Select the job to open it.

2. Check Core Job Details

Ensure these four fields are filled:

• Customer
• Job Type
• Job Size & Units
• Due Date

3. Add Billing Information

• Add a Secondary Customer if needed.
• Set the billing split (e.g. 40% for the second customer).

4. Rename the Job (Optional)

• Give the job a descriptive name for easier tracking.
• Example: “Roger Runoff 23 – Paddock 5”

5. Fill in Job-Specific Details

• Go to the Job Detail Screen.
• Add relevant info based on the job type (e.g. maize):
• Will trucks be weighed? (Yes/No)
• Target tonnage or load estimates
• Inoculant selection
• Storage type (e.g. bunker, pit, static)
• Alternatively, bundle extra info into Job Notes.

6. Update Site Location

• Delete the default site if incorrect.
• Choose the correct site from the Customer Sites list.
• Check that the map location is valid.

7. Review and Add Tasks

• Confirm the default task list is correct.
• Add extra tasks if needed:
• If listed in the template: just select and add.
• If not listed: update the template first, then return to the job.

8. Adjust Time Estimates

• Review system-generated hour estimates.
• Update based on site knowledge or expected work rate.
• Example: Change from 3 hours to 2.5 hours.

9. Set Billable Tags

• Choose how the job will be billed:
• • By Task or by Service.
• Add Task Notes if needed:
• Visible only to the person doing that task.
• Use Job Notes for info visible to all.

10. Move Job to “Booked”

• Jobs in the New state won’t appear in the scheduler.
• Change the job status to Booked.
• Click Save.