Create And Schedule Jobs Efficiently In FieldMagic

Step-by-Step Instructions

1. Walk through how to create and schedule a job in FieldMagic.

2. 

   Head to the left-hand navigation and select the Job Wizard.

3. 

   Enter the name of your customer. FieldMagic will search for existing customers as you type.

4. 

   Select a matching customer from the suggestions, or add a new one. The address will be picked up automatically.

5. 

   Click Next to proceed to the following step.

6. 

   Add contact details or skip this step if not needed.

7. 

   Choose from your job templates and set the job type, billing type, and summary.

8. 

   Set the required job skills for scheduling, estimated hours, and any assets or checklists.

9. 

   Click Next then create the job, schedule it immediately, or open the work order for fixed price items.

10. 

    Your job is created and ready to go.