Create Jobs

Learn how to create and dispatch a job to your staff.

Every job is about doing something at a place; therefore, every job requires two main ingredients: location (where) and job type (what).

Navigate to the job list page, click New Job and you will have two options to create jobs, create a single job or create multiple jobs

Create a single job

Let's dive in one by one. Most of the inputs are options but it helps you better manage your jobs.

Fields	What	Required/Optional
Estimated Work Date	A date input (Default today) for which the job should be started	Optional
Requested Time	A time input (Default none) for the specific time the job should be started	Optional
Locations	Selection choice. Modify at the Location page.	Required
Client Needs	Free text input for clients' specific instructions.	Optional
Priority	Job urgency (Default none)	Optional
Main Type	Categories that categorize job types	Optional
Job Type	Selection choice. Modify at the Job Type page	Required
Require Inspection	Before job completion, job must be inspected by an admin.	Optional
Is Alert	Assignee won't have to update the status when they see the job.	Optional
Job Remarks	Free text input. Useful when assignee completed the job and need to write down the specifics of their work	Optional
Files	Upload the files you need for the job. It can be documents, spreadsheets, or images.	Optional
Assignee	Selection choice. Modify at the User page.	Optional
Not allocated yet	Skip the selection of assignee	Optional
Phone Notification	When selected a phone notification will be generated by system to the Assignee. Learn More Here	Optional

Create Multiple Jobs

Similar to create a single job, the Create Multiple Jobs view has a spreadsheet view, allowing basic spreadsheet functionality like copy and past, expand selection and etc.

This functionality is best for when assigning jobs for multiple people.