Create a job - Mobile



In this article we show you how to create a Job within NextMinute using a mobile.

Step 1: First navigate to Jobs and select the Actions button.


 

Within the Actions button you will have the option to select Add to create a new job, or Add using a Template.  In the example we will select Add to create a new job.


Step 2: Enter job details

Once you have selected Add to create a new job sheet, you will open a blank job form to complete with your specific job details, as shown here. Select to send a notification, enter a Job Type, Assign the Job to a Customer, enter the customer Address. A contact may already have an address allocated to them, this will be auto-populated into the address field, however you have the option to edit if necessary. 



Fill in the the Job Details.  A Job Title is required, you also have the option to enter a Code, Order Number and Job Description.  If the Job is an internal job tick Internal Job as shown or tick to make user timesheets must be entered against tasks.



You can assign one or more of your team to the job, add a job priority and schedule a date for the job.  When you have finished filling out the Job information hit Save.

  

Step 3: Sending a Message Notification


If you had selected to send a notification previously in the job details then after hitting Save you will be prompted with the option to send an SMS, Email or Internal Message.  In this example we will send an SMS.

 

A default message will appear in the message box, which includes the Job Type, Job Number and Job Name.  You have the option to Edit the Message manually by clicking into the message box and typing or you can hit Actions and Select Template, Insert Snippet or Insert Merge Fields. 

 

You can Preview the message before sending by selecting Preview in the Actions list. When happy hit Send

  

Once the Message is sent you will be prompted whether you would like to Send another Message.  You can send another SMS, an Email or an Internal Message. 


Here is the message your assigned team member will receive



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