"Create Job" enables schedulers to create single or recurring jobs for an account and address. It may, or may not, include scheduling information (date/time) or job tasks.
Short Video Explainer
Create a Job (1 min 37)
Using Create Job
For schedulers, being able to create jobs is fundamental to their process. So in the Skedulo web app, the "Create Job" button (the large "+" icon) can be found permanently located in the top bar, to the right of the global search field.
Figure 1. The location of the create job button (hint: top-right of the console).
In the "Create A Job" window, fields marked red are required fields, and these must be completed before a job can be saved. Once complete, a required field will be marked green.
The following list contains all the fields that are "required." These must be completed to save a job:
- Job type.
- Address (the place where the job will be performed unless a job location is defined).
- Duration (hours/minutes).
Optional fields include:
- Account name (pre-populates if the contact name is selected).
- Contact name.
- Urgency (none, normal, urgent, or critical).
- Job location (If a site location has been configured within an account, this allows you to quickly reselect the same location instead of manually typing in an address multiple times. Choosing "Add a new location" will create a new location with the given name and address as part of saving the job.)
Note: One account can have many locations (i.e., addresses). Locations are optional in Skedulo, as the destination of a job may simply be the account address. Create a location record if you're going to have multiple jobs for the different locations for the same account. The job address (which is populated from the location address) is key to scheduling as it is used to calculate drive times and plot jobs on the map.
Either choose "Save" to view the job in the job list of the scheduling console, or "Save & View" to open the saved job in job details view (from where it can be changed or allocated).
Figure 2. A newly created job, waiting to be saved.
Note! Do not forget to "Save" the job.
Figure 3. A job queued in the job list of the scheduling console.
Figure 4. A new job saved and opened in job details view.
Create Job Using Map View
A scheduler can also create a job at a specific location using the map. To do this, go to the map view in the scheduling console. Navigate the map using the controls provided. Once the location is found for the job, using the mouse, right-click to place a temporary job marker in place. If the job marker is in the wrong place, use the delete button to remove it and try again. When the map marker is correctly placed click on the "Create Job" link–this will open the "Create Job" modal with the address and geolocation fields pre-populated. All that remains is to complete the other required fields (highlighted red) and save it.
Figure 5. The map view in the scheduling console with a temporary job marker placed on the map.
Figure 6. The create job modal with address and geolocation fields pre-populated.
Additional Tabs and Fields
The Time Tab
Use the time tab to:
- Assign the job a start date, with start and end times.
- Apply a job time constraint.
- Make the job part of a recurring schedule.
Figure 7. The time tab in the create job modal.
The Fields Tab
The fields tab displays any custom fields that have been exposed by the admin settings. These additional fields may be editable and may or may not show in the Skedulo X mobile app.
For more information, refer to Admin Settings: Custom Fields.
Figure 8. The fields tab in the create job modal.
Figure 9. An example showing the custom field admin settings.
Figure 10. With a custom field show if expression applied, a job type can expose additional fields.
The Requirements Tab
The requirements tab can be used to apply specific resource requirements to a job that requires individual skills or certifications—while specifying the number of resources that require those skills.
Also, see Resource Tags.
Figure 11. The requirements tab in the create job modal is used to add resource requirements.
The Tasks Tab
While creating a job, the tasks tab allows the scheduler to apply a set of tasks that a resource must perform before that job can be completed. An example is given below (see Figure 11).
Also, see Job Details.
Figure 12. The tasks tab in the create job modal, used to add job-related tasks.
Figure 13. An example of a list of job-related tasks added during the job's creation.
Update a Jobs Details
Once a job has been created (and saved), a scheduler can edit and update the various editable fields via the job's details view.
Also, see Job Details.