SJMS

Create a job and assign your crew

Every job starts here — Field Work → Jobs → New Job (or the button on the Jobs list).

Screenshot of the create a job and assign your crew screen in SJMS
  1. 1Open Field Work → Jobs, then New Job.
  2. 2Pick the Customer and, if they have one on file, the Site address.
  3. 3Set a job title, job type and priority (Low / Normal / High / Urgent).
  4. 4Choose a Lead technician and tick anyone else under Crew on site — everyone ticked, plus the lead, gets assigned to the job.
  5. 5Set a scheduled start/end if you know it yet (you can also schedule it later from the Dispatch Board), then click Create job.
Good to know: If work shouldn't start without a safety check, tick Safety required and pick a template — see Set up safety compliance for a job.

More in Field Work

Dispatch a job from the Dispatch BoardCheck in and out of a job from the fieldAdd notes, photos and files to a jobSet up safety compliance for a jobManage your resources and labor catalog

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