Add Jobs in Tablet
It is now possible for field technicians with appropriate permissions to be able to create new jobs in the tablet web application.
To create a new job, open the menu on the appointment list in the tablet application:
Then choose 'Add Job' from the menu that appears:
To create a new job, select the job type, service location, and initial appointment date, time, and duration:
Press Save to create the new job and its initial appointment. You may then add services, job items, etc to that appointment.
IMPORTANT: This feature is available only to technicians that have at least 'Manage Jobs' and 'View Location Info for Other Companies' permissions.
If you wish to grant your technicians the ability to create new jobs only temporarily -- for instance, if you want the technician who is on call on a given weekend to be able to create jobs, even if they are not usually granted that capability -- you can create a custom "On Call Technician" role with the required permissions, which you can then grant to your on call technician at the beginning of the weekend, and remove when the next business week begins. Please review this support article for more information about creating custom roles.
This release includes several improvements, including:
- Improved visual sync status notifications for Dexter + Chaney Spectrum job syncing.
- Company-specific items are now supported on item import and in the libItem API resource.
- The job API resource no longer requires a status parameter when searching by job number.
- Office-specific logos are displayed on the 'Files' and 'Alerts' tabs of Service Link pages.