Overview: Job Management for Dispatchers and Admins
Add Job in Job Module
Click on the “Add New Job” button available on the top left side of the dashboard as shown below.
This will take you to a job information form as shown below which accepts more details of the job including job category, job description, team members, vehicles, invoices, etc. There are options to add items or services and add products. Upon filling in all the information, click on “Save”.
Schedule Job with Schedule Module
After logging into the WorkCeo web application, look for the “Schedules” tab on the left-hand column of the webpage. Click on the “Schedule” tab to open the schedule page showing calendar as shown below.
Click on the “Add Job” button available on the top right side of the “Schedule” page
On clicking the “Add Job” button, you will see an “Add Job” pop-up as shown below. Fill in all the details of the job as indicated in the pop-up. You can save the information to complete the “Add Job” process.
If you want to add more details, click on “Advanced” button. This will take you to a job information form as shown below which accepts more details of the job including job category, job description, team members, vehicles, invoices etc. There are options to add items or service and add product. Upon filling in all the information, click on “Save”.
View Jobs on Map in Map Module
After logging into the main dashboard, click on “Maps” on the left hand side of the page as indicated. In the “Maps” page, click on “Jobs” tab on the left top corner of the page as shown below.
The jobs marked on the map are listed and job locations are pointed on the map as shown above. To view further details of a specific job, click on the job and click on “See Details” on the popup.
Related Articles
Overview-Job Estimates and Quotes
Hover on the “Jobs” tab on the left corner of the page. Click on “Estimates” button. In the “Estimates” page, click on “Create Estimate” button on the right top corner of the page. In the “Create Estimate” page, enter the “Estimate Number”, “Valid ...How to Add Job Categories
Edit Job>Add Job Category Goto the “Jobs” page, after logging into the main dashboard. In the listed jobs, click on the “Action” menu of the job for which the job category is required to be added. In the “Action” menu dropdown, click on the “Edit” ...Advanced Job Details and Features
Assign Vehicle Goto “Edit Job Details” page and scroll down. Scroll down until the “Vehicles” section as shown below. In the “Vehicles” section, click on “Choose Vehicles” to select from a list of vehicles. Add Custom Item or Service In the ...How to Add Images to a Job
Upload an Image from the “Add Job” Section After logging into the Workceo webpage, hover over the “+” icon on the top right corner of the page. Click on the “Add Job” option from the list as shown below. In the “Add Job” from opened, scroll down to ...How to Add Team Members to Job
Add/Edit a Job After logging into the Workceo webpage, hover over the “Jobs” section in the left side column of the page. Click on the “All Jobs” option as shown below. To edit the job details from the “JOBS” page, hover over the “Action” button on ...