To create a job, go to:
Jobs -> New job -> fill out the form, add one or more tasks -> Create job

To edit a job, go to:
Jobs -> select a job from the list -> edit the form -> Save job

To create a copy of an existing job, go to:
Jobs -> select a job from the list -> Clone job -> confirm Clone job
The job was created under the name “Clone – (original_job_name)” and you will be returned to the job list.

To delete a job, go to:
Jobs -> select a job from the list -> Delete job -> confirm Delete job

1. Basic Job Information and Job Assignment

Name The name of the job
Assign to The user to whom the job is assigned. When you tap in the field, the dropdown list will appear. If you start writing, you can filter the items in the list. There are several options on how to assign a job:
  • Select a driver from the list.
  • Select a group of drivers from the lists. The job will be dispatched to all users inside the group. User who accepts the job first will get it.
  • Select All – The job will be dispatched to all users. User who accepts it first will get the job.
  • Auto-assignment – option to let the system to find the best driver. It is set via Job rules and Assign to field is not considered. You can find more info in Job rules section.
  • Click Show users on the map. Your drivers will be displayed on map, the ones who are online will be represended with a green pin. Click a pin -> Assign to. The job will be assigned to this particular driver.
Status Information on Job status. Status is changed according to drivers activity.
  • Not assigned – The Job was saved but not assigned to any user or user has declined this Job.
  • Assigned – The Job was assigned but not accepted or declined yet.
  • Accepted – The driver accepted the job, but did not start working on any tasks yet.
  • In progress – The Job was accepted by the user and they aleady started working on a task.
  • Done – The Job was finished by the user.
Start time The earliest time when the assigned user can start working on the job.
End time Time till the job must be finished.
Description The description of the job
Map The tasks with an adress are visualised on map. There are buttons to work with a map:
  • Map/Satellite – switch the map view.
  • Maximize / Minimize – maximize / minimize the map to / from full screen.
  • Show / hide users – displays your drivers on the map. The ones who are online are depicted with a green pin. Click a user for more detail on their activity and to assign them a job.
Clone job Click Clone job to create a copy of the current job.
Delete job Click Delete job to delete current job.

2. Optional Job Rules

Each job can be extended by rules (i.e. automatic job assignment). For more information read Job Rules section.

3. Tasks

Each job can contain one or more tasks, which tell the driver what to do. Basic view consist of the task name / short description and an address.
If you wish to add more details to the task, click Add details.
If you wish to delete the task, click a delete icon next to Add details.

Name The task name.
Address The address or coordinates of the task. Once the address is entered, it is directly visualised on map as a waypoint.
Start time The earliest time when the assigned user can start working on the task.
End time Time till the task must be finished.
Note The task description.
Contact name The person who can be contacted regarding the task details.
Contact phone The phone number of the person who can be contacted regarding the task details.
Custom fields With Custom fields you may add more information or input fields to task.
  • Read Only – Field which allows to insert item Name and Value. It cannot be edited by driver.
  • Editable – Field which allows to insert item Name and Value and can be edited later by driver.
  • Barcodes – Each task can contain a list of bar-codes to report (scan with phone) or deliver (goods). More about bar-codes can be found in Barcodes section.
Add new step Add another task to the job.

4. The job history

Messaging You may add a comment, picture or file to the job. This is also a space, where you can see drivers messages related to this job.
Job History All job history from its beginning till the finish is shown here.

Feedback

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Post Comment