Video Walkthrough
Step-by-Step Instructions
Initiating the Create Job Workflow
From anywhere in the web app, click on the "Create" button in the top right of the top header and select "Create Job". If you're on a customer's account detail page, you can click on the "+" icon in the "Jobs" section on the right hand side.
Note that the customer must already have a maintenance plan associated with a service location on their account.
1. Select a Customer and a Location
Search for the customer that you want to schedule a job for. You can create a new customer or selecting an existing one. Once a customer has been selected (or created), select the point of contact and service location for the job.
To continue, click on the "Next" button.
2. Enter Job Details
Fill out the job details in the form. If the selected service location is associated with a maintenance plan, you'll see a gray card titled "Maintenance Plan". It'll display the name of the plan and allow you to select which visit you'd like to associate with the job. If the location contains multiple plans, you'll be able to select which maintenance plan you'd like to select the visit from.
To continue, complete the job form and click on the "Create Job" button.
3. Configure & Save Appointment
If the "Create Appointment" setting was set to "Yes" then the next step will have you configure the details of the appointment. Select the Appointment Type, enter a description if applicable, and set the technician arrival window.
To finish, click on the "Save" button.
And that's it! The job has successfully been scheduled and associated with a Maintenance Plan visit.