Notice: This feature is available if enabled by your organization in the Back Office, under "Settings" > "Options".

You have the ability to either create a job and schedule it for later (1) or create a job and start it instantly (2).

1. Create a job

Select (+) sign

Customer (mandatory) – select from the customer list if not listed you can create it Site (optional) – select from the site list associated to the customer if not listed you can create it Equipment (optional) – select from the parts list associated to the customer or site if not listed you can create it Address is completed automatically if not you can create it, or: Initiate a geocoding of your current location to set the Job’s address Additional address information (optional) Job Type (mandatory) – chosen from list Job Report (mandatory) – chosen from list  Create button will validate the Job

Job description (mandatory or not depending on your company settings) Scheduling Date (optional) Start time (optional) End time (optional) Appointment: if the customer asks for a specific date and time fill this information in order to help the manager schedule the job accordingly. Appointment: time Add an attachment to the Job (optional) Final validation, Job is created

2. Start a Job

This option enables you to create and start a job for a customer/site/equipment directly from their details page rather than go through the process of creating and scheduling a job.

This feature will enable you to start the job directly on the spot. To do so:

1. Go to the Menu > Customers
2. Select a customer, site or equipment
3. Click on the top right button
4. Click on “Start Job”
5. Select a Job type from the drop-down list
6. Choose the job report template (if there isn’t already one defined by default)
7. Add a description, if needed
8. Click on Start

Once this is done, the clock will automatically go on and you will end up directly in the job’s details.

Please note that unlike the standard job creation, you won’t be able to choose the scheduled end time. The scheduled end time will be defined based on the job type’s default duration.