Ruben Mier
Member
New Job Process on the Web Portal
1. Add a Customer
- You can now create new jobs and estimates from the '+Add new' button at the top right-hand corner of the web portal.
- The first step of the new process is to select your customer.
- Start typing your customer name into the customer search bar and your closest matches will show up in a drop-down menu. Simply select your customer and go to step 2.
- If you need to add a new customer, click on the '+customer' link and enter in the customer info.
- After selecting a customer, you can enter in the services and material line items, unit prices, and customer notes.
- Start typing the services you will be carrying out for the job and select from the drop-down menu. You can now also create custom services, type multiple lines of text, and set custom prices.
- Material line-items work the same as service items. Start typing the material and select from the drop-down menu or create a custom entry with its corresponding price.
- If you want to access your entire price list, click on the '+Select from service list' link and check the services/materials you want to include.
- Add customer notes which will only be visible to your technicians and admin.
- If you click on the 'save' button at the bottom of the screen, you will be directed to the new job details screen and the job will be 'unscheduled' and ready for further updates.
- After service and material line-items have been set, you can move to step 3 for job scheduling.
- You can search for all jobs assigned to particular technicians by entering employee names into the search field.
- Select job teams, arrival windows, and define recurrence details by clicking on the corresponding links.
- You can now select between schedule, day, and month views directly on the screen for optimized job scheduling.
- Saving the job after it is scheduled will take you to the new and improved job details screen.
Watch the Brief Tutorial
