How to allocate a job online

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This lesson will show you how to allocate a job to a staff member online.

Start on the Dispatch Board

Start on the Dispatch Board

Drag the job you would like to allocate to a staff member

Drag the job you would like to allocate to a staff member

TIP: Click the image to enlarge.

Set your booking window, start date, estimated work time and expiry

Set your booking window, start date, estimated work time and expiry

Set the fields and click Allocate job and notify.

If your staff member doesn't have an app installed or no iPhone/iPad to use, then it will send the job as a message.

If your staff member doesn't have an app installed or no iPhone/iPad to use, then it will send the job as a message.

Click on the Staff Members to see all jobs allocated to them.

Click on the Staff Members to see all jobs allocated to them.

TIP: You can also select the staff member from the Jobs Filter drop down list.

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