Example 1: Planning your Field Work in Advance
There are instances when you'd want to book a job, however, the specifics are not decided yet... Say, maybe the job is to be set for the next week but the date is undecided, or you would like to decide on a later date which field worker to assign to the job..
Connect2Field can create such jobs in advance and let you fill in the specifics later on.. Let us see how..
While adding a job for which you would like to assign a date/field worker later on follow these steps:
1) Fill up the Job Details as usual
2) In the Service Details section, it is a good practice to put in some notes for future reference..
3) In the Appointment Time & Field Worker Section:
- Notice the Start/Finish Dates.. It is a good practice to set these for some day in the past and one which is easy to remember.. So while in job central it becomes easier to locate all such jobs which are booked in advance, without a specific date/fieldworker.. One could simply search for the dates or sort in job central to locate these jobs..
- We have left the Field Worker field empty
- No point in either Dispatching or Alerting
Save the Job
In your job central, the new job is seen with an 'Not Dispatched' Status..
You could use the Not Dispatched button too, to filter such jobs..
Once you have the details for the job, simply click 'View' and append the Job.. This time we have the exact date/field worker for the job..
1) Now the dates/time for the job have been added
2) Field worker has been assigned
3) Job Status set to Dispatched
Marking the Job Status as 'Dispatched' is very important.. Only then will your Field worker be able to see this new job on their mobile devices..
This tutorial is one of the examples how service businesses use Connect2Field to streamline their Field Work & Dispatch.. They also see an increase in productivity, time keeping and syncing the Admin with the Fieldwork..
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