- The customer site where the job needs to be completed has been added in Loc8
- The technicians who would complete the job are added in Loc8
- The assets that need servicing are already added in Loc8
- You have a list of tasks that must be performed on the assets at the customer site
STEP 1 Go to the Jobs List page.
STEP 2 Open the Job Creation wizard.
STEP 3 Fill in the Customer information.
Once you've done that, the associated customer details will automatically fill up.
STEP 4 Enter the Work Order Subject.
You may also provide additional Description to assist the technicians in completing the job.
STEP 5 Add tasks on-the-fly OR select the tasks that were already created in Loc8 for the assets in need of service.
STEP 6 Schedule an appointment.
STEP 7 Assign the Technicians.
STEP 8 Lastly, go ahead and finalise the Job.