How to Add Sub-Jobs in Connect2Field
Consider these situations:
1) Your field technician did some initial inspection of a clients site.. Now you need to create an add on job to the initially created service job..
2) You would like to assign more than one field worker to a job, because they specialize in specific service/repair areas..
Connect2Field has a rich feature of creating sub-jobs which allows you to manage the situations as described above..
Let us see how:
We have created a new job and filled in:
1) Client Details
2) Service Details
3) Appointment Details
Finally saved the job.. Let us check job central for this new job..
A new job 102 is created for our client 'Shelton Hotels'.. The technician is 'Nick Cole' who specializes in 'Roof Leak' Service types..
Select the Job as above and hit 'Create Sub Job' button in the menu..
A new job card opens as below..
The new job card has all the details copied from the parent job 102.. This saves a lot of re-work..
We need to manually change the fields we want to, just as in this example we changed the
1) Job Type 2) Service Description & 3)Field Worker..
Our field worker 'John Smith' specializes in 'Blocked Drain Inspections', hence the sub job is assigned to him.. Both John and Nick are scheduled for the same time at our Clients location..
Also, notice the new job code: 102.1. This means that it is a child job for the parent job code 102..
The mapping of job codes is very helpful to group and invoice the jobs.. Save the job..
Back in job central we see the new job 102.1 created..
Notice, it is still with 'Not Dispatched' Status (cross mark).. We need to view the job and from within the job card change the 'Job Status' to 'Dispatched'
Do remember this step else the field tech will not receive the job on their mobile device..
Do let us know if you have any questions: support@connect2field.com
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