Scheduling Jobs

When a job has been added from the field, using Quick Add or Duplicate, additional information may be required before it can move from New → Booked → Scheduled.

Use this guide to update the job details so it is ready for scheduling.

Find the Job

• From the Dashboard, click into the Job List.

• Select the New filter tick box near the top left of the screen.

• Ensure no other filters are selected.
• If you know the job or customer name, type it into the Search Bar.

• Use the dropdown filters beside the search bar to narrow your results.

Check Core Job Details

Ensure these four fields are filled:

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

Update Information

• Add a Secondary Customer (if needed).
• • • • • Check the box by Secondary Customer in the customer section of the job details.

• • • • • Type in the Customers name in the search box.
• Rename the Job (optional) to give the job with a descriptive name for easier tracking.

Fill in Job-Specific Details

• Add relevant information based on the job type using the available text fields and dropdowns.

Confirm Site Location

• Confirm all details are correct,
• Update, Change or Delete details where needed.
• Add notes for the operators to see.

Review and Add Tasks, Services or Materials

• Confirm the default task list is correct.
• Add additional tasks, services or materials if needed by clicking on the corresponding button down the left hand side of the screen.
• • • • • If listed in the template: select and add.
        • If not listed: update the template first, then return to the job.

Adjust Time and Add Size Estimates

• Review system-generated hour estimates and update based on site knowledge.
• Add in estimated sizes of the site.

Set Billable Tags

• Tick the Billable box for all lines that should appear on the invoice.
• Confirm the charge type and price is correct.
• Select Item code and G/L code from the drop down boxes, if not pre-populated.

Assign Workers

• You can assign workers individually or assign a full team.
• Assign Individual Workers
• • • • • • • Clicking on the + icon beside the task.
            • Search for and select the correct recourse.
• Assign a full team
• • • • • • • Click the + assign team button at the bottom of the tasks section.

• • • • • • • Select a pre-set team in the pop-up.

• • • • • • • Click + Assign a Team to save the selection.

Change Job Status

• Jobs in the New state won’t appear in the scheduler or on the operators mobile app.
• You can update the job status in two ways:
• Inside the Job
• • • • • Use the Status dropdown.
        • Select the correct status.
        • Click save.

• • From the Job List
  • • • • Tick the checkbox on the far right of one or maore jobs.
        • use the change status dropdown above the list.
        • Select the correct status.
        • Click Change status.