Creating jobs and service visits

Create a work order against the correct customer/site and prepare it for assignment.

Where to find it

Use Jobs & Service Visits or the relevant office planning workflow.

How to use it

1. Create the job and select the customer/site.
2. Add the work scope and required service information.
3. Where multi-trade classification applies, select the correct discipline.
4. Add planned parts/skills and scheduling details if required.
5. Assign the engineer through Job Planning or Dispatcher.

Important notes

New work can be blocked if the tenant is not entitled to the selected trade discipline.