Creating a Job on the Worker App

Best Suited for:

• Field techs generating jobs on-site
• Field techs needing to create and dispatch jobs from a mobile device

Important Information:

• Jobs are created by tapping the blue + button in the lower right corner
• Customer must be selected or created during the process
• Arrival time, duration, and category may be required depending on "Company Preferences"
• When a job is created, the assigned technician automatically defaults to the user who created the job
• A dispatch message can be sent upon job creation

Strategic Workflow:

• Start by tapping the + button and selecting Job
• Add or select a customer
• Fill in fields including service location, date, time, category and description
• Use the Dispatch tab to send a message if needed

Step-by-Step Instruction:

1. Tap the blue + button in the lower right corner of the worker app
2. Select Job
3. Tap the + icon beside Customer to add a new customer or select an existing one
4. Tap the + icon beside Service Location to add or select a location
5. Confirm or update the Date (defaults to today)
6. Choose the Start Time and End Time
7. Enter the Job Duration of the Job
8. Select a Job Category (may be required based on "Company Preferences")
9. Add a Referral Source (if applicable)
10. Enter the Job Description
11. Fill in custom fields (optional unless required)
12. Review or change the assigned technician (defaults to you; can be changed after job creation, if permissions allow)
13. Open the Dispatch tab to send a message
    1. Choose a template
    2. Select recipient
    3. Add Tech Notes
    4. Choose to send via text message
14. Tap Create Job to save