How to create a job in the app

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This article will show how to create a new job using the ServiceM8 mobile app. Even if office staff are primarily responsible for creating and scheduling jobs to field staff, field staff may still need to create new jobs from time to time.

To create a new job, go to the Jobs tab and tap ( + )

To create a new job, go to Jobs tab and tap ( + )

Tap New job

Tap New job

Enter the client name or company name

Enter the client name or company name

ServiceM8 automatically searches to determine if the contact is an existing Client. If not, you can save the contact as a new Client by either tapping New Company or New Individual.

With the ServiceM8 address lookup, it will automatically detects the location as you type in.

With the ServiceM8 address lookup, it will automatically detects the location as you type in.

Complete the contact details

Complete the contact details

Enter the job description and set the job status

Enter the job description and set the job status

Once done, tap Save

Once done, tap Save

Select how you will dispatch the job to a staff member

Select how you will dispatch job to your staff member

'Schedule' or 'Allocate' allows you to assign the job to a staff member for a future date

Schedule or Allocate job allows you to assign it to a staff member set duration, time and date. Then tap Book

'Urgent dispatch' allows you to view staff locations and availability, to make a smart dispatch decision

Urgent dispatch allows you to see which staff member is available to take the job and conflicting bookings.

To book the job in later, tap Cancel and the job will go to the Unscheduled Jobs list

If you wish to book the job in later time then simply tap Cancel and it will then go to unschedule list.

That's it, you're done!

That's it, you're done!

The job is now on your phone and will automatically sync with across all devices and accounts throughout the business.

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