How do I create a Job?

Select Jobs from the hamburger menu and you will see two options on the top "Table View" and "Add Job", select Add Job here

Clicking on Add Job will display a pop up with Job Details and Client Details sections

You can add any Job Type with the help of "In order to edit the Job Type/Services please click here" URL

Click on the "click here" hyperlink, it will redirect you to the already added Job Type/Services with Add Job Type/Services button

Click on Add Job Type/Services, it will open a pop up to fill type and cost

*Note: You must fill out all fields marked with an asterisk before saving

Select Save and it will display success alert

Success Alert means job type has been added, and getting displayed on the Job Type/Services drop down in Add new job popup

Now, select any job type in the drop down and fill in the information, all the fields in both the sections are input fields except four, you need to choose values through drop down in those

Once the job details are filled fill the client details

Type minimum three characters and the Client field will suggest already added clients, select one

Once you select any client, rest of the details such as: Site name, Address, City, Zip code, Country, State, Contact Name, Email id, Mobile No will be auto filled

You can change any of the client details here as well. Click on any field it will become editable also check Save for future use check box after selecting any field. That detail will be saved in that specific client or as a new client

Fill Schedule Details here

Select fieldworker(s) from the list

To assign single fieldworker in the job select any fieldworker from the list and click on the single right angled arrow, which will be highlighted once you select an individual fieldworker

As soon as you click on the arrow, the field worker will be added on the Assign To list

To assign multiple fieldworkers in the job select fieldworkers from the list and click on the right angled arrow

As soon as you click on the arrow, the field workers will be added on the Assign To list

You can add a new field worker using Add FW option

Only if you are an Admin

Click on FW it will open a pop up on the screen to add field worker

Select user type from the drop down

Fill the details in the form and click Save

*Note: You must fill out all fields marked with an asterisk before saving

Select Save and it will display success alert

Success Alert means fieldworker has been added and will appear on the list of field worker on create a job form as well as on the users list on the top

Select start date, end date using calendar and enter a value in tag

Already passed date can not be selected in start date and end date

Click Save and the job will appear on the job list on the top