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

Derek Torres
Derek Torres
  • Updated

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

  1. On the Nav Bar, click My Account.
  2. Then click Users.
  3. Click on the user you want to add a role too.
  4. Click the Roles accordion.
  5. On the Choose Role drop-down, select the 'Account Tech + On Call'
    On_Call.png
    • 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'
  6. Click Assign Role.

Creating Jobs in the Web App View

Before you begin, it's important to learn about how to use the Web App View.

  1. On your mobile browser, click this link to Navigate to the Web App View.
  2. Log in using your ServiceTrade credentials.
  3. To create a new job, open the menu on the appointment list.CNJ1.png
  4. Then choose 'Add Job' from the menu that appears.CNJ2.png
  5. To create a new job, select the job type, service location, and initial appointment date, time, and duration:
  6. 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.

The tech should now be able to view their new Job Appointment on the Appointments List on the ServiceTrade Mobile App.

Adding Services to Jobs

  1. On your mobile browser, click this link to Navigate to the Web App View.
  2. Log in using your ServiceTrade credentials.
  3. Navigate to the Job Appointment you want to add a service to.
  4. Click the Add service button.
    Screenshot_2022-12-15_at_11.44.32_AM.png
  5. Fill out the relevant fields on the Create Service menu.
    Screenshot_2022-12-15_at_11.46.42_AM.png
  6. Click Save when done.

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