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:
|Status|| Information on Job status. Status is changed according to drivers activity.
|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:
|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.
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.
|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.|