Creating a new Job

Jobs are a parent of Visits, a Job can have more than one visit under it, when a Visit is created normally a Job is created automatically. 

However you can manually create Jobs, this works similarly to creating visits.

To Create a new Job visit the Creation Page which can be found in Jobs / visits -> Create New#

Address Lookup

The first step is to enter the property postcode. 

You can use either the Postcode search or enter manually.

For the postcode search to work there must be a space between the area and local codes.

for example  M33 2AA.

If the property already exists in your database it will be marked in grey, else it will be blue.

Once you have found the property you require simply click the list item.

Job Name

Next is to enter the name of the job you want.

Status

You can select the Status of the Job from the dropdown box, this can be changed later.

Start

This is the job start Date and Time, this can be changed to meet your needs.

Priority and Deadlines

Here you can set the Priority based on your Priority list 

Finish

The Job Finish time and date will automatically be set to when the last visit is completed.

However if you click Override, this will allow you to manually set an override date and time

References

These allow you to enter either a custom reference or an alternative ID, these can be useful for finding the jobs in the future or if you use a 3rd party application to enter the ID / reference.

Job Notes

This allows you to enter notes for the overall job.

Tags

This allows you to Tag the job. For more information on tags please visit our Tags page