Easily schedule work for your team members, manage and customise jobs, and access job details. All essential information about each job is available at a glance, helping you stay organised and in control.
Manage and schedule jobs remotely: Assign work, customise tasks, and oversee your team’s jobs anytime, anywhere without being on-site.
Access job details at a glance: View all essential information about each job in real time to stay organised and in control.
Schedule a job from the global page
How to schedule a job from the global page:
Navigate to Jobs in the left-hand sidebar.
Click the Schedule button on the right-hand side of your screen.
A modal will appear to begin filling out the job details.
Choose a Project from the dropdown menu and click continue.
Select the operative(s) that will be carrying out the work, then click Continue. Multiple operatives can be assigned the same job, which they can access via the mobile app.
Using the calendar, select the date or date range for when the jobs will be carried out, then click the Continue button. For each selected date, a job will be assigned to your operative(s).
Within the Job Options screen, you can add a reference and select which forms will need to be used. If no forms are selected, then the operatives will be able to choose a form within the app.
Assign a Site Contact, and leave related instructions to your operatives when they are on-site.
Click the Finish button
💡 You can start a job online immediately on desktop or via the mobile app.
Schedule a job from a project
How to schedule a job from a project:
Navigate to Projects in the left-hand sidebar
Select the project you would like to schedule a job in
Click the Schedule button in the right-hand side of your screen.
Head to the Jobs tab
Click the Schedule Job button in the right-hand side of your screen.
A modal will appear to begin filling out the job details.
Choose a Project from the dropdown menu and click continue.
Select the operative(s) that will be carrying out the work, then click Continue. Multiple operatives can be assigned the same job, which they can access via the mobile app.
Using the calendar, select the date or date range for when the jobs will be carried out, then click the Continue button. For each selected date, a job will be assigned to your operative(s).
Within the Job Options screen, you can add a reference and select which forms will need to be used. If no forms are selected, then the operatives will be able to choose a form within the app.
Assign a Site Contact, and leave related instructions to your operatives when they are on-site.
Click the Finish button
💡 You can start a job online immediately on desktop or via the mobile app.