Lesson 4: Creating your first Job

Office Basics Course


Jobs are at the core of TrackTrade's power so let's go through making your very first one.



The plus icon on the sidebar brings you directly to the Create New Job Form. Alternatively, head to the Jobs page and click the New Job button to the top right.

A Customer, description and Job site address are required at a minimum but, as we said in the previous article, the more details you can add in, the more useful the Job feature will be.


Use the Customer you created in the previous lesson and any description and address of your choosing.


Let's add in a Visit too. It's optional at this point in case you want to set the Job up without commiting to scheduling it straight away but for this lesson let's get it timetabled.

Setting the Visit attaches a time for this Job to be worked but also forces you to choose one or more Staff members to work the Job. So by doing this the Field Staff users will have the Job assigned to them and available to view on their TrackTrade app.

This is where the flow of the Job now shifts to the Field Staff user. You have set it up and now they can accept the Job, tell the app when they begin travelling to the Job site and ultimately work the Job itself.

Hit Schedule Visit to bring up the scheduling overlay. It lists all Staff currently in your system, grouped by their Team name, so you should see the one you made in the previous lesson.

Each block of time represents 15mins. You can click a block to set the start time there or you can click and drag to set the start and end time. This one is set for the next day at 8am - 9am.

Hit Add Visit to then bring up the Booking overlay

We aren't concerned with Workflows right now so ignore that section. Check the selected Staff and times are what you want and then hit Save Visit Details. You can now go ahead and hit Create Job to finalise completion and be taken to the freshly created Jobs Profile page.


The Job is now in your system! It will show up in multiple places throughout the app.


Jobs

Naturally, the Jobs section now has it listed. Since we set a Visit for it and allocated a Field Staff member, it is considered an Allocated Job.


Schedule

The Schedule now shows the Visit you set for the Job. You can head to the day and time you chose and click the Visit block to see the Job details.

Search

The search bar on the left will now be able to quickly return you to the Job Profile page by searching for any of its details such as the Job ID, Customer name, Job description, etc.


Overview

Once the Field Staff user has accepted the Job and begun travelling to it then you will see the Job active next to their name in the Work In Progress table on the Overview page.



You have now created your first TrackTrade Job! Well done!