You can add a job by searching for the customer/work address and adding a job within their account. Open the work address page and scroll down to find the 'Add new job' button. You can then choose whether you would like to add it to the calendar as an event.
You can also create a job, estimate or normal event through the schedule itself.
➡️ Naviagte to the Customer > All works > Ongoing works > Add new job
Customer contacts - Customer name will be populated by default. If you want to add a new contact, click 'Add new contact' and enter the information.
Description - Choose the job description for which you need to raise the job
Skills - Enter the relevant skill required for this job
Job notes - Based on the job description, the job notes will be auto-populated. You can edit the job notes
Service job - Select the checkbox if this is a service job some kind of link to service jobs or a bit more on what this means, explain if it is greyed out why that happens
Assets - Click 'Manage assets' to choose the required assets for this job
Customer contract - After selecting the job description and/or business unit, the contracts associated with those selections will become available. Choose the necessary contract, and all the rates and settings specific to that contract will be applied to this job.
Quoted amount - Invoice amount to be required to perform this job
Customer reference -
Site contact - Customer name will be auto-populated
Expected completion date - Set the expected completion date & time of the job
Priority - Set the priority of the job
User group - Select the user group from drop-down
Invoice category - Choose the business unit from drop-down if required
Book into diary after adding job - Once you finish filling out this job addition form, you'll be redirected to the calendar to schedule the event.
If you ticked book into diary you will now see the diary page. Navigate through the dates and times to book your event.
Once you have chosen the date, time, and engineer for the job, a sidebar will open where you can further edit the information if need be.
You can also set up notifications for customers or engineers here and decide whether or not to inform them about the creation of the diary event. When you are happy with this, click 'Save'. The job and associated diary event will now have been booked for the customer and will be in the diary ready to be actioned.