Support Center

Create a new Job

Last Updated: Apr 07, 2015 10:30AM CEST

To create a new job, here are the steps to follow:

 

 

logOut

1. click on the button Create a job (directly opens the new job window ) .

 

 

 

To create a Job, fill the all required fields (red fields are mandatories)
  1. ​Customer name and address. The autocompletion will allow you to select a Client / Site / Existing equipment and pre-populate certain fields (address, contact information, etc.) 
  2. The Contact information is automatically retrieved from the client or site. You can complete / Edit them.
  3. Job ID can be customized if you want to replace the one that is automatically provided by Synchroteam.
  4. Job's description.
  5. The Job type is a drop down list created by the administrator of your account. When selected it will filled Fields 6, 7 & 8. You can complete / Edit them.
  6. Job report that will be filled by the technician on his mobile device.
  7. Priorities : low, medium, high.
  8. Skill(s) required to perform the the Job. This is also used by the ScheduleAssist optimization routine.
  9. Custom fields (if any created by your administrator). 

2. Complete the job informations and click Add.The job is created.

Contact Us

support@synchroteam.com
http://assets2.desk.com/
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