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 ( + )
Tap New job
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.
Complete the contact details
Enter the job description and set the job status
Once done, tap Save
Select how you will dispatch the job to a staff member
'Schedule' or 'Allocate' allows you to assign the job to a staff member for a future date
'Urgent dispatch' allows you to view staff locations and availability, to make a smart dispatch decision
To book the job in later, tap Cancel and the job will go to the Unscheduled Jobs list
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.