Admins will quickly find out that they are able to create a job from different locations of Work. Whether the Admin is creating a job from the Client Record, Jobs, or Scheduler it all starts with Create a Job button.
From Jobs, select Create a Job.
Search for an existing Client or Add a new one by selecting the Create a Client button.
*Note: You must type in at least three characters of client’s name, site address or phone numbers for the search to find that client.
If an Admin can’t find the Client they are looking for, make sure that the Client’ status is active on the Client Record. Inactive Clients will not appear in the search.
Once the Client is selected, location and contact information are populated. To change the job Location or contact select drop down option.
Note: You can create a new location or new contact from the Job Record.
Now fill in the basic job details that you would like your Fieldworker to see from the Mobile App.
Select a Job Type from the drop-down menu.
After choosing the Job Type, select drop down menu for pre-loaded Job Descriptions.
Included Special Instructions for internal notes about the job.
Note: Clients do not see these Special Instructions.
Select a Job Priority from the drop-down menu to show the fieldwork the priority of the job.
If the job is ready to be dispatched select scheduled Start and End times.
Note: Selecting Today will auto-populate Start and End time with the Admin’s current time. Selecting Clear will clear out the time on a job.
Assign a Fieldworker to the job by selecting their name from the drop-down menu.
An Admin can now:
- Alert Fieldworker by sending them an email or text message with the job details
- Email the job details to the Client
- Dispatch the job to the Fieldworkers Mobile App
If that is all the information that is needed for this Job, select Save & Close. To additional details select Save & Add Details.
Note: Cancel will close the Job without saving any of the details.
Adding Additional Details
Admins can add additional details like documents, update custom fields and attach equipment to the job.
From Job Details, Admins can view and update the basic job details as well as update custom fields, add Tasks or add Equipment.
Note: Job Code is auto-generated by Work, Admins can change the Job Code if they need to.
Admins can view and update Job, Client and Site Custom Fields that fieldworkers can see from the mobile app for additional Job information.
Admins can add a Task(s) for One or Multiple Fieldworkers when they need multiple visits or multiple Fieldworks on a job.
Admins can link existing Client Equipment or add new Client Equipment to link to the job. Linking equipment to a job will let the Fieldworker know which equipment piece they are working on and the necessary details.
Admins can add documents to a job to make that document available to the Fieldworker from the mobile app
From Completion details, select Add Document to find and attach the document.
If the job has been priced out before the job is completed, an Admin can start to build the invoice before the Fieldworker finishes the job.
From Invoicing & Payments, select Add Item/Labor to add items to the invoice.