Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

When you have a new job that needs to be set up in order for tasks to be assigned.

Step-by-step guide

  1. Click on Jobs in the navigation menu
  2. Select 'New'
    or;
  3. Click on 'New' in the Job List
    Image Added
  4. The Job Owner will be automatically populated
  5. Enter a Job Number
  6. Enter a client if required
  7. Select a Job Status
  8. Select a Job Supervisor
  9. Set the job priority if required
  10. Enter the address details on the right hand side
  11. Enter any other details such as general job notes or instructions
  12. If required enter the latitude and longitude of the job as well as any directions
  13. Enter the estimated dates and days
  14. Click 'Save'
    Image Added

 

Info

The greyed out fields will not be enabled until you have entered a Job Number

The status will default to 'active'

 

Filter by label (Content by label)
showLabelsfalse
max5
spacesJCKB
sortmodified
showSpacefalse
reversetrue
typepage
labelsJob

...