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Scheduling a New Job

Explains the process for creating and scheduling a new job using the "Create New Job" feature. Following these steps will allow you to quickly populate all necessary job details, assign team members, set a schedule, and add a detailed summary for your team.

Initiating a New Job

  1. Navigate to the Jobs Tab: Ensure you are on the Jobs tab, accessible from the main menu on the left.
  2. Create New Job: In the top-right corner of the Jobs screen, next to the 'Filter' button, click the blue + Create New Job button.

This will open the Create New Schedule pop-up window, where you will enter all the job details.

Completing the New Schedule Form

Fill out the form field by field as detailed below.

Customer and Job Details

  1. Select Customer: Click into the 'Customer' field to search for an existing customer. Select the correct one from the list (e.g., "New Customer Sophie Team"). You can also add a new customer from this screen.
  2. Select Job Type: Click the 'Job Type' field and select the type of work to be performed from the pre-defined list (e.g., "New PVC Pipe Laying").
  3. Select Job Address: Based on the customer or job type selected, the 'Job Address' may be pre-filled. If not, select the correct address from the dropdown list.

Assigning Team Members

  1. Add Team Member: Click the + Add Member button.
  2. Assign: A list of available team members will appear. Find the team member you want to assign to the job (e.g., "Sophie Onboarding") and click the + Assign button next to their name. The button will change to a green "✓ Assigned" confirmation.

Setting the Date and Time

  1. Pick a Start Date: Click the 'Start' date field. A calendar will appear. Select the desired date (e.g., October 1, 2025).
  2. Pick a Start Time: Click the 'Start' time field. A dropdown list of times will appear. Scroll and select the job's start time (e.g., 9:00 AM).
  3. Pick an End Time: Click the 'End' time field and select the job's scheduled end time from the list (e.g., 12:00 PM).

Creating the Job Summary

This section is where you describe the work to be done. You can write a simple summary and use the AI-powered 'Regenerate summary' feature to create a detailed, professional job description.

  1. Write a Basic Summary: In the 'Job Summary' text box, type a simple set of instructions.
    • Example: "Make sure to bring the apprentice and show him how to use the pipe cutting tool"
  2. Regenerate Summary: Click the Regenerate summary button below the text box. The system will automatically expand your simple notes into a structured and detailed summary. This ensures clarity and professionalism.

Adding Optional Notes and Photos

  • Notes: Scroll down to add any additional internal notes that may be relevant to the job.
  • Photos: Click in the 'Photos' area to upload any relevant images, such as site photos, diagrams, or examples of the required work.

Saving and Confirming the Job

  1. Save Changes: Once all fields are completed, click the blue Save changes button at the bottom of the window.
  2. Verify Job Creation: The pop-up window will close, and you will be returned to the Jobs list. Your newly created job will now appear in the list with the details you entered, such as Job Name, Customer Name, Status, Schedule Time, and assigned Team.