How to Create Jobs?

Jobs in field sales refer to specific assignments or work orders that sales representatives need to perform on-site, such as product demonstrations, customer visits, or service delivery. These are critical for directly engaging with customers, building trust, and ensuring customer satisfaction.

Here is a reference video:

1. In order to create a new job we have to click on the Jobs option from the menu.

2. Clicking on the ‘Create job’ button we will land on the below screen that will help us create a new job where we can fill in the details:

3. In order to create a job we have to fill in mandatory fields like Code( which is pre-filled and system generated), Time zone, Start and End date of the Job. We can also fill in other details like Job Type, Category, Priority & Others. Sharing a screenshot below:

4. We also have an option to select emergency jobs by clicking on the option. On clicking it, it will be highlighted in the screen in Red and also highlighted to the on-field technician

5. We can also save the title of the job, provide a description and an internal note  to the technician. We have an option to check if technician needs to upload signature on job completion

6. Incase we want to attach a job to an ongoing project then we have an option of dropdown to select the project for the job

7. We can also fill in the requester details who requested the job from drop down and fill in details of the requester. We can also add service agreement if any

8. We can assign the job to a particular technician from the drop down list or assign it to a sub-contractor allotted for the job.

 9. We can also add other details and save the job by clicking on the “Save” button and the job will be created.