"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.
Tip
Looking to create jobs using the Skedulo APIs? Refer to "Create a new job or activity with pre-filled data" over on our developer site.
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Create a Job (1 min 37)
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.
On the "Create Job" page, 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:
Description.
Address (the place where the job will be performed unless a job location is defined).
Duration (hours/minutes).
Region.
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 the job details view (from where it can be changed or allocated).
Note
Do not forget to "Save" the job.
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. Click on the "Create Job Here" link–this will open the "Create Job" page with the address and geolocation fields pre-populated. All that remains is to complete the other required fields (highlighted red) and save it.
Using the "Create Job" page map, schedulers can create jobs at locations that have no official address.
Open the "Create Job" page and complete the required fields (note the address and geolocation fields are not populated). On the map, navigate to the location of the job, right-click and select "Create Job Here." A job marker will be placed at the location and the address and geolocation fields will be automatically filled. Remember to save the changes to create the job.
Use the time tab to:
Assign the job start date, with start and end times.
Apply a job time constraint.
Make the job part of a recurring schedule.
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 mobile app.
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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.
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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).
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Once a job has been created (and saved), a scheduler can edit and update the various editable fields via the job's details view.
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