Add Activities
Activities are types of work that a resource can perform. For example, a Haul to Disposal Activity can be completed by a Tank Truck or a Vac Truck resource. Activities make creating jobs faster and less prone to mistakes, and they're useful for reporting.
📌 Note: Activities are set up separately in each hub. If an SP Pro you work with operates across several of your hubs, their Activities need to be set up in each hub individually. There isn't yet a way to manage Activities centrally across hubs.
To add an Activity:
- Click Account, then select Admin Portal.
- Click on the Hub.
- Click the Activities tab.
- Click New.
- Enter a Name.
- Under Approvals, choose Manual Approval or Automatic Approval.
- Under Resource types, select the resource types that can perform this Activity.
- Under PDF templates, check the templates that should be available on jobs with this Activity. All templates are selected by default.
- Under Job forms, add any forms that should attach automatically to jobs with this Activity (optional).
- Under Inventory, check the inventory types to suggest on jobs with this Activity (optional).
- Click Save.
To see how the job fields will look before saving, click Preview fields.
Some settings, like stop confirmations and follow-up jobs, are managed by IronSight. Contact your IronSight representative if you need these set up or changed.
Have questions? Contact us at [support@ironsight.app] and we'll help you out.