To create a new job, select the "Jobs" section from the left menu and click the orange "+" sign in the top right.  This will open the new job creation process. 

When creating a job, there are a total of five steps to be completed: 

  1. Select Customer. 
  2. Configure Job
  3. Resources
  4. Task Profiles
  5. Preferred Items

Step 1: Select Customer

Here we'll enter the basic information about the job. 

  • Customer. Start typing to select your customer. The list will be based on the list of customers.
  • Primary Contact. Select the customer contact. The list will be based on the list of customers contacts.
  • Description. Enter a job description. 
  • Origin Address. Enter the origin address for the job. The list will be based on the list of customers addresses. 
  • Destination Address. Enter the destination address for the job. The list will be based on the list of customers addresses. 
  • Start Date. Job start date. 
  • End Date. Job end date. 
  • Notes. Enter notes for the job. 

Step 2: Job Configuration

A job profile needs to be selected for the job.  A job can have only one job profile, which will include up to 5 different stages, depending on the complexity of the move required. 

Step 3: Job Configuration

A job profile needs to be selected for the job.  A job can have only one job profile, which will include up to 5 different stages, depending on the complexity of the move required. 

  • Date. The job service date. 
  • Start Time. The job start time for the employees. 
  • End Time. The job end time for the employees. 
  • Quantity. The quantity of employees required for the role. 
  • Role. The role required (see the pull down menu for available options)

Step 4: Task Profiles

A job can have up to three task profiles associated with it.  Task profiles allow the user to have a prepopulated list of task items.  

Step 5: Preferred Items 

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