In Skedulo, if there is not enough time allocated to complete a job, it is possible for the mobile user to book a follow-up visit.
Important
For this type of self-assignment to work, the mobile user (or resource) must have job allocation permissions granted on the CRM. If they do not, the follow-up job will still be created; however, it will not be allocated to anyone—the scheduler will have to do that part.
With CRM permissions granted, if "Assign to myself" is used, and a date and time are included, a pre-confirmed entry will appear in the mobile user's calendar for the follow-up job.
The "Follow-up" job feature can be disabled via the admin settings (applies to Skedulo users connected to the new Skedulo web app only). Refer to Admin Settings: Workflow.
The "Assign to myself" option can be disabled via the admin settings (applies to Skedulo users connected to the new Skedulo web app only). Refer to Admin Settings: Workflow.
Note
The Skedulo Mobile App: Follow-up Job (1 min 38)
To create a follow-up visit (or job) perform the following actions:
Before completing the original job, tap on "Actions" and select "Follow-up" from the pop-up menu.
In the follow-up view, tap on "Follow-up reason" and pick a reason from the list.
Pick the date and time for the next visit (optional).
Enter the time required for the follow-up call (duration).
Set an urgency flag (if required).
Use the switch named "Assign to myself" –if applicable, and more importantly, if available (see the note at the bottom of the page).
Save the follow-up job by tapping on the large check (tick) button at the top-right of the view. A new notification will appear in the job's details indicating a follow-up job has been created. It will also show the new job number.
Note
Any job notes saved in the original job will be copied to the new follow-up job.
The original job can now be completed (by tapping on the "Complete Job" button).
If the follow-up job is not assigned (i.e., to myself), it will be queued in the web app ready to be allocated by the scheduler.
To create a follow-up visit (or job) that contains custom fields from the previous or parent job, perform the following actions:
Before completing the original job (the job must be "In Progress"), tap on the "Actions" button and select "Follow-up" from the pop-up menu.
In the follow-up view, tap on "Follow-up reason" and pick a reason from the list.
Pick the date and time for the next visit (optional).
Enter the time required for the follow-up call (duration).
Set an urgency flag (if required).
Use the switch named "Assign to myself" –if applicable, and more importantly, if available (configurable using admin settings).
Use the switch named "Copy field data from parent job" –this will copy over the custom fields from the previous or parent job (this switch is enabled by default).
Save the follow-up job by tapping on the large check (tick) button at the top-right of the view.
A new notification will appear in the job's details indicating a follow-up job has been created. It will also show the new job number.
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