These are on the web dashboard, for team owners and managers, on the job's page.
Who it's for, and the vehicles
- For → Choose a customer: one of the business's customers (see Customers, suppliers and stock). The crew sees the name.
- Vehicles → Choose vehicles: the business's vehicles from Staff & Fleet. A vehicle out of service, or on another job on the same days, shows a warning.
Copy, template, repeat (More)
- Copy this job: a new job with the same work, place, customer, vehicles, price and map features, and nobody on it yet. Give new dates, or keep the job's length.
- Save as a template: start new jobs from it later, in Jobs → Templates and repeating jobs → New job from it.
- Repeat this job: a new job every so many days, weeks or months, made a week ahead (you can change that), until a date or for ever. Stop it there, or in Templates and repeating jobs. The jobs already made stay.
Still stuck? Contact us and say what you were trying to do.