Creating a New Job as a Tech in the Web App View

Using the Web App View with a default role added, techs can add new Jobs in the field. This article will walk you through adding Jobs on the field.

Note: The Add Job function is not available in the ServiceTrade Mobile App.

Add the Default Role 'Account Tech + On Call'

In order for your techs to create Jobs in the field, they will need the Account Tech + On Call role assigned to their user.

To learn about Roles, follow this link Role Activities and Descriptions

On the Nav Bar, click My Account.
Then click Users.
Click on the user you want to add a role too.
Click the Roles accordion.
On the Choose Role drop-down, select the 'Account Tech + On Call'
- Note: If you also want your techs to be able to add services to the jobs they create, they will need the default role 'Account Tech + Service Editing'
Click Assign Role.

On your mobile browser, click this link to Navigate to the Web App View.
Log in using your ServiceTrade credentials.
To create a new job, open the menu on the appointment list.
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.
- Note: The tech who created the Job will automatically be assigned to Job's appointment.