Adding a New Event
1. Schedules - Add New Event
2A. Click on the “square” to the right of the From Date / Time and select the Date.
2B. Click on the Clock below to select the time of the job.
3. Select the Location of the job. This is a list that appears from the Client Database.
4. Select the Job Description from the drop down.
5. You can add more instructions or additional information with the Description box. This information is made available to the field technician.
6. Chose the Technician who will perform the work.
7. Click SAVE
8. The Time Slot of the job appears on the Schedule.
9. Click on the Schedule (one click) - Displays the job information.
10. Select ‘Add Work Order’
11. Browse through the pre-filled information.
13. You can assign additional Technicians - Selected within the Technicians Box and choose another Technician.
14. NEW FORMS: i) Click on the box to select blank forms that should be associated to this job.
15. Click CREATE at the bottom.