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How to schedule a job

"How do i schedule a job" "how do i create a job" "how do i send the job to an engineer" "how do i send a job to phone" "how do i check the status of a job" "how do i view details of a job`" "how do i find details of a visit"

Creating/scheduling a job

  1. Navigate to calendar page, press create job in the top right

  2. Select pre created customer or create new one, select site and contact assigned if applicable

  3. Select job type created

  4. Fill in job details

  5. Drag the job from the right hand side and place it in the calendar on its schedule date and time. Press finish on the right hand side

    Sending a job to mobile

Click the drop down menu on a job and select "send to mobile"

Checking the status of a job

The job will change status as it moves along.

It will be blue while in progress

It will be green once completed

Viewing details from a job

To view information from the job click the dropdown and press "view visit report"

This will take you to the visit report, if you have a pdf assigned to the job press the green PDF report in the top right to see your final job sheet.

Investigate other intercom articles to find more details on more complex jobs involving equipment or auto sending your report to an email address

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