Single Jobs

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.

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".

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

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.

Select a Job Type from the drop-down list.

Select a Technician from the drop-down list.

Select a Start Date from the drop-down.

Select an End Date from the drop-down.

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.

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.

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.

You have now successfully created a Job!