Add a job
- Under Main, select the Jobs tab.
- Click
.
- Enter the Job Name (must be 14 alphanumeric characters or fewer). This is your own internal way of labeling the job.
- Click Create. You are taken to the Job Info page.
- Click
.
- Enter the job information (customer name, address, phone number, claim number).
- In the Personnel section, select a supervisor.
This list is populated from the list of users associated with your instance. View this list on the Users/Devices page.
- Click
.
In the menu, the Job menu now appears above the Main menu with the following options: Job Info, Inventory, Distribute Task, Images, Generate IDs, and Reports.