Single Jobs

Creating a Job

Prerequisites:

  1. You have created a Client.
  2. You have created a Site.
  3. You have created a Checklist.
  4. You have created a Job Type.
  5. You have created an Asset Type & scanned an asset.
  6. You have created an Asset Group.


Step 1:

To create your first Job, click on the "Dashboard", "Calendar", "All Jobs" or "Recurring" navigation bar item, found on the left in the navigation pane.

"All Jobs" will take you to the following screen.

To begin, click on the + New Job button located at the top right-hand corner of the screen.

Assetpool New Job

Step 2:

Select # Single Job.

If the job you are creating is once-off, you will select "Single Job".

If the job you are creating needs to be performed on a, for example, monthly basis, you will select "Recurring Job".

Assetpool Create Single Job

After selecting # Single Job, you will be taken to the following screen.

Assetpool New Single Job

Step 3:

Complete all job details.

Provide a Reference number & select a Site from the drop-down list.

The zones within the Site will populate the Zones box.

Assetpool Single Job Details

Select a Job Type from the drop-down list.

Assetpool Single Job Type

Select a Technician from the drop-down list.

Assetpool Single Job Technician

Select a Start Date from the drop-down.

Assetpool Single Job Start Date

Select an End Date from the drop-down.

Assetpool Single Job End Date

Specify whether the Technician will be able to close the job or not & provide Special Instructions if there are any.


Step 4:

After completing all job details, click the ✓ Create Job button to save your new job.

Assetpool Create Single Job

Your job will be successfully saved and you will be taken to the screen below.

At the top right-hand corner of the screen, there is a Tools button.

Assetpool Single Job Tools

When you click on the Tools button, a "Job Tools" box will pop up where you can view the job details, edit the job and save your changes by clicking the ✓ Save Job button or delete the job by clicking the Delete button.

Assetpool Single Job Save

You have now successfully created a Job!