Before you head out on-site, it's a good idea to schedule a job within the dashboard.
Note: You can also Create Draft Jobs on the Mobile App if you forget to schedule a job
The job contains all of the information about the client, project, and site.
How to create a new job
1. Log in to the Dashboard.
2. Navigate to the Jobs List.
3. On the jobs list, select Create Job.
4. Enter the job details. Required fields are marked with an asterisk (*).
5. Save the job.
The list below describes the purpose of each field.
- Client *
The client who has contracted you for work.
- Project *
Allows you to group jobs together.
- Address *
The site address of the job.
- Coordinates *
The exact location of the address on a map.
Unique Property Reference Number.
- Pipeline *
Track the status of your jobs.
Use tags to categorise jobs.
Useful for bookkeeping.
Private notes for surveyors onsite.
- Site Work
The date on which site work will take place.
- Assigned to
To access the job via the app the correct surveyor(s) must be assigned.
- Due Date *
The date the report is due to be handed over to the client.