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Creating a Job for Service Providers

Updated

If your clients send you work outside of IronSight, like by phone, text, or email, you can create the job yourself.

To create a job:

  1. Click the Schedule or Jobs tab, then click New job. In the app, tap the + on the Jobs screen.
  2. Select the client. If they're not in the list, click Manage clients to connect to them or create them. See Clients.
  3. Choose a priority using the icons at the top:
    • New (circle): the default
    • Normal (line)
    • High priority (flag)
    • Deferred (moon)
    • Filler (alarm clock)
  4. Fill in each part of the form:
    • Who's it for: the Division, the Requester (the person asking for the work), and any Followers who should get updates. For guest clients, you can create a new requester here. See Guest Requesters.
    • What needs to be done: choose the Resource type first. Activity and Assign to become available once you do.
    • Where from/to?: choose the destination, then click Pickup location to add where you're picking up from. Add the item and quantity being moved at each pickup. If a location isn't in the list, you can add it here.
    • When?: set the Start and End date and time.
    • Details: add the Cost center and any Additional details (optional).
  5. Click Save.

Tip: To create several copies of the same job, click the calendar icon next to When? before saving.

Good to know:

  • You can only add locations for clients you created yourself, or for connected clients who approve you to request jobs. See Locations.
  • Once a job is assigned to a specific resource or user, other people in your company won't see it in their job lists.

Editing a job

  1. Open the job and click Edit.
  2. Make your changes, such as locations, dates, forms, or line items.
  3. Click Save.

Recurring jobs

  1. Start creating the job as usual.
  2. Click the calendar icon next to When?
  3. Choose how many jobs to create and when. ⚠️
  4. Click Save.

Each copy is its own job. To change several at once, select them and click Update [number] jobs. Recurring jobs can only be created on the web.

You can't edit an approved job. It has to be unapproved first. See Approving and Rejecting Jobs.

 

 

Have questions? Contact us at support@ironsight.app and we'll help you out.

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