Creating and Assigning Jobs (Desktop)

Created by Lachlan Robbie, Modified on Mon, 27 Nov 2023 at 09:19 AM by Christina Fenech

Jobs Overview

Jobs can be created either from the Web User Interface or the App. This section focuses on creating jobs using the Web User Interface.

From an Order:

To create a job from an Order, follow these steps:

  1. Select the Order  to open and click "Details".
  2. From this section, you can then select the "Job Allocations"  tab and then click on the plus icon to add the user you want to work on this Job.

Note that when you create a job from an order, the line items are automatically copied onto the job.

From the Jobs Selection section:

You can also create a job directly from the Jobs section. Follow these steps:

  1. Go to the Jobs Allocation section.
  2. Click on the "New Job" icon.
  3. Select the desired Order.
  4. Note that creating a job this way does not automatically inherit the line items from the order. They must be added separately.

Setting up a Job:

To set up a new job, follow these steps:

Select the Order, which will define the customer, items, and docket template for the job.

Specify the Date Range during which the job will appear as a shortcut in the operator's "My Docketbook" screen in the app.

Add any specific instructions for the operator accepting the job.

Add or remove items as required.

Use the "Assigned Subcontractors" feature to share the job with another company, allowing them to allocate the work to their users.

Use the "Assigned People" feature to select team members and allocate the job to them.

Add any additional comments, which can be entered by you or the people allocated to the job.

By following these steps, you can easily set up and manage jobs within the Docketbook Web User Interface.


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