Create a Workshop Job

Create a Workshop Job

In just 3 simple steps you can easily create a Workshop job.Click on the steps below to learn more.

1. Choose the Duration

2. Select the Type

3. Create the Job

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Create a Workshop Job

1. Drag a time entry onto the timeline for an engineer. A dialog box will appear.

In just 3 simple steps you can easily create a Workshop job.Click on the steps below to learn more.

If no engineer has been assigned yet, select the Plus icon instead. The job will appear in the Unscheduled Jobs list under both the Date and Priority tabs.

1. Choose the Duration

Please note:

• This function is unavailable in All Depot

mode, as the system cannot determine which depot to assign the job to.

• To view the job, ensure the Unassigned checkbox is selected in the Unscheduled Jobs list.

2. Select the Type

2. Select Allocate to New Job.

3. Create the Job

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Create a Workshop Job

1. A new window will appear. Select the type of job to create.

In just 3 simple steps you can easily create a Workshop job. Click on the steps below to learn more.

1. Choose the Duration

2. Select the Type

Please note:

• If you are in All Depot mode, Gold will create the job by assigning it to the depot the engineer is allocated to. This can be amended in the next step.

3. Create the Job

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Create a Workshop Job

1. Complete the form, starting with the Details.

In just 3 simple steps you can easily create a Workshop job. Click on the steps below to learn more.

Click on the highlighted boxes below for more information.

1. Choose the Duration

• Customer: Search by entering any known information such as name, account number or address.

• Wholegood Number: Enter the Wholegood number.

2. Select the Type

• Invoice Type: Select the invoice type from the dropdown menu.

• Depot: View or change the depot the job is being created for using the dropdown menu.

3. Create the Job

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Create a Workshop Job

2. Continue by entering the Job Details.

Click on the highlighted boxes below for more information.

In just 3 simple steps you can easily create a Workshop job. Click on the steps below to learn more.

• Job Description: Enter a description.

1. Choose the Duration

• Repeatable: Here you can set the job as repeatable.

Select Yes to make it repeatable or No to keep it single.

• Priority: Select the job’s priority from the dropdown.

• Scheduled Hours: Enter the scheduled hours. (If an engineer is selected, this will already be set.)

2. Select the Type

• Order Number: Enter the order number for the job.

• Required by: Select the date and time by which

the job must be completed.

• Display Job Instructions + Story: View or edit

instructions and story. Drag the window or its corners to resize.

3. Create the Job

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Create a Workshop Job

3. Complete the required fields within Job Type. 4. Complete required fields within Customer Details . 5. Click Create when ready to create the job.

In just 3 simple steps you can easily create a Workshop job. Click on the steps below to learn more.

1. Choose the Duration

2. Select the Type

Once you've created a job, a white icon on the schedule means that the engineer is working on a job assigned to them. An amber icon means they are working on someone else’s job. A red icon denotes that they are working on a job where no schedule exists.

3. Create the Job

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