Creating a Job

Best Suited for:

• Dispatchers
• Back Office administrators
• Schedulers creating and assigning jobs

Important Information:

• Jobs can be created from multiple areas
• The creation method determines which fields are auto‑populated
• Jobs created from scheduling views may auto‑populate date, time, or technician
• Worker App users must have Create Job permission enabled

Strategic Workflow:

• Choose the most appropriate job creation method
• Enter customer and job details
• Confirm scheduling information
• Save the job and continue the workflow

Process Description:

• Create a job from the main navigation
• Create a job from a customer account
• Create a job from a scheduling view
• Create a job from the Field Worker App

Creating a Job from the Main Navigation:

1. Hover over the Jobs tab
2. Select the blue + New button
3. Enter the required job details
4. Select Save Job

Creating a Job Using the “+” Button:

1. Select the + icon in the upper‑right corner next to your profile avatar
2. Choose Job
3. Enter the required job details
4. Select Save Job

Creating a Job from a Customer Account:

Use this method when you already know which customer the job is for.

1. Open the Customer account
2. Click the +New Estimate or Job button
3. Select New Job
4. Customer information is auto‑populated
5. Enter the remaining job details
6. Select Save Job

Creating a Job from the Dispatch Grid:

This method is useful when scheduling and checking technician availability.

1. Open the Dispatch Grid
2. Locate the technician row and time block
3. Right‑click the desired time slot
4. Select Job
5. Review the auto‑populated fields:
   • Date
   • Arrival Time Window
   • Assigned Technician
6. Update any fields as needed
7. Select Save Job

The job appears on the Dispatch Grid at the selected time and technician.

Creating a Job from the Calendar:

Jobs can also be created from the Calendar view.

1. Open the Calendar
2. Right‑click the desired date or time slot
3. Select Create Job
4. Enter the remaining job details
5. Select Save Job

Important behavior to note:

• The date is auto‑populated
• The technician is not auto‑populated
• The arrival time window auto‑populates only in Daily or Weekly views, not Monthly

Creating a Job from the Field Worker App:

Field technicians can create jobs if permissions are enabled.

1. Confirm Create Job permission is enabled in Worker App Permissions
2. Open the Field Worker App
3. Select Create New from the homepage
4. Choose Job
5. Enter job details
6. Select Save