How to Create & Dispatch New Jobs in Connect2Field

The first page you see when you log in is your Dashboard..

To add a new job, simply click the 'Add & Job' button on the main page..
This opens the 'Add Job' Screen which is shown a bit later in this tutorial.. First lets take a look at all the ways of adding a new job..

From your Dashboard main menu, click 'Clients'
All the clients in your account are listed here.. Choose the one for whom you wish to book a new job, by clicking the client name..

From the Clients Details page, hit 'Add Job' to open the Add Job screen for this client..

From your Dashboard, choose Job Central
Hit Add Job to open the 'Add Job' screen..

We have now seen all the 3 ways to initiate creating a new job.. All these ways open the 'Add New Job' screen which is shown below:

1) Clients Details Section: Here you input Client related information
2) Select the Client Name from the drop down list.. All the other client details get auto populated once you select the client name..

3) Service Details Section: Here you input Service/Job related information
4) Select a Job Type from the presents created
5) Select the Service Description created, particular to the Job Type

6) Appointment Details Section: Here you input all Appointment & Dispatch related information
7) Select the job Start & Finish - Date & Time
8) Select a Field Worker/Technician from the drop-down list
9) Dispatch: Sends the job to the field workers mobile device
Alert: Sends a calendar appointment to the Field Worker
Send Email to Client: Sends a copy of the job card to the Client via email

10) Save the Job
Save & Add Job Details: Opens the Products & Custom Fields related sections for input

11) View Client/Site/Contact Details:
These open the respective details and allow to edit, right from the job card window.. Below is the client & contact view..

For this example we have chosen "Save & Add Job Details' and will enter some products for the job as below:

Once you save the job, we get a conformation box as above.. The products section opens up as below:

1) Custom Fields Section: Input values for any Job Custom Fields already created

2) Products & Services Section:
3) Hit Add Product
4) Select a product from the drop down list.. Alternatively you could type in the product name and after 4 letters of it will show the related product list
5) Enter the Quantity
6) Hit Update to add the product to the list

7) Attach any documents to the job
8) Job Card Print, Preview and Email options (Email sends job card to both, Field Worker & Client)
9) Save the changes made to the Job

As seen above, a new job has been created for the client and also dispatched to the Field Worker on his mobile device..
Back to Job Central..

As seen above, the new job is now seen in the Job Central Main Page..
Hit 'View' to re-open the job card and modify any details, etc..

Related Help Documents

1) Adding Products & Services
2) Example: Using Job Custom Fields to track crucial job information
3) Creating Job Types & Service Descriptions
4) How to create Recurring jobs in Connect2Field

Have questions? Feel free to email us: support@connect2field.com