Jobs are a direct function of an Order of some kind for either Showroom or Cleaning. Orders that may create jobs include:
- Pickups
- Deliveries
- In-home cleaning
- Custom jobs
In order for a job to exist, it has to have an order.
To create an order and then job, click Order System and add a new order by clicking the "+" / Add icon
Click Edit on the basic info section
Select the "Schedular (job) Type" and enter a requested date and click Finish Edit
Enter Customer Billing Details as with any order.
If this is a pickup and delivery order, click edit on one or both of the sections.
Under Schedule Info, Click "Set Schedule"
Select an open date, as set by the office / dispatch manager and click save
You will see the tentative job scheduled in the updated screen:
Click "Finish Edit". Congratulations you have completed creating a new job for order 1455!
If you now go to Field Service --> Jobs you will see your new job for order 1455 in the jobs list as an Open Job
Important Note: At this stage, your job has been CREATED but it has NOT been assigned to a schedule or a route. It is a work item that must be addressed