How to create a new job in FieldServicely?

Go to ‘Scheduling’ from the left sidebar. Click on the ‘Create Job Schedule’ to bring up the Create Job Form.

Now:

  • Give your job a name
  • Choose its status (Ready to Dispatch if you have Members ready to do the job, Unscheduled if you want to assign and start the job at a later time)
  • Give a description
  • Choose a location
  • Assign members
  • Choose a date
  • Choose a start and end time
  • Choose if a single schedule or a recurring schedule (single schedule for a one-off job, recurring schedule in case the job needs to be done over a number of days)
  • Choose a theme.
  • Create Job
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