How to open a job from the web app?

Pre – requisite

Step 1:

Click on the All Jobs navigation bar item, within the Activity section. 

You will be taken to the screen below, showing a list of jobs if there are any and the filters.

Step 2:

Click on the +New Job button located at the top right-hand corner.

Select Single job from the popup list.

Step 3:

You will be taken to the below Open New Job screen.

Complete all Job details.

Select a Job Type and select from the drop-down list or search.

Add Reference number if applicable – note that this will show on the job report.

Select the Site from the dropdown list or search.

 Select the Technician from the drop-down list.

Tick the Zone if applicable or leave blank.

Select the Start Date and End Date from the calendar.

If Job type requires a Signature, the Require Signature will be ticked already. If the Job type does not require a Signature, then it will not be ticked. You can override the option.

Add Special instructions if there are any.

Click on the Choose Files to upload documents for this job if there are any. Only .pdf and excel files can be uploaded.

Once done entering all Job details, click on the Open Job button

 Step 4:

You will be taken to the below Job Manager screen confirming that you have successfully opened a new job

If the notification is active, the Technician will receive an email confirming a Job has been opened and assigned to him\her.