Book work in while you are still on site, without ringing the office.
You can add work to your diary directly from the app, such as a new job, without contacting the office.
If your phone is set to US English, you'll see Schedule instead of Diary.
Where to start
âĄď¸ Tap Diary > the + button at the bottom right
The + button is where you add anything to your diary. This article covers creating a job. To add a diary entry that isn't a job, such as a meeting, read the article How to add and manage normal events in the mobile app.
Creating a job
âĄď¸ Tap Diary > + > Create job event
Step 1: Set the date and time
Check the Date, and change it with the calendar icon if needed.
Leave Exact time on to set specific times, or turn it off for an untimed appointment.
Set the Start time and End time.
Important: Changing the Start time clears the End time. Set the start first, then the end. If you try to save with the end time empty, the tick does nothing and no error is shown â it looks like the app has frozen when it is simply waiting for that field.
Step 2: Choose the property
Type part of the address or customer name in the search field.
Tap the search icon.
Tap the property from the results.
If the property is not there, tap + Add a new property.
Step 3: Fill in the job details
Once a property is selected, more fields appear:
Engineer â who the job is for. Required.
Customer contact â who to deal with on site. Use + Add new contact if they are not listed.
Event description â the type of work. Required.
Note: Event description is more than a label. It decides which questions you will be asked on site, because your office attaches job report questions to each type. Choosing the wrong one gives you the wrong questions.
Step 4: Save
Tap the tick at the top of the screen. The job appears on the diary for the date you set.
Common questions
Should I create a job or a normal event?
Create a job with Create job event for work you are going to carry out. For anything in your diary that is not a job, add a normal event instead. Read the article How to add and manage normal events in the mobile app.
I tapped the tick and nothing happened.
If you tapped the tick and nothing happened, check the End time. Changing the start time clears it, and the form will not save without it â but it does not tell you that. Set the end time and tap the tick again.
What does Event description actually change?
Event description sets the type of work, and with it the job report questions you will be asked on site. Your office configures those, so picking the right description means being asked the right things.
The property is not in the list. What do I do?
If the property is not in the list, tap + Add a new property on the job form and enter the details there.