- 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
STEP 1 Go to the Jobs List page.
STEP 2 Open the Job Creation wizard.
STEP 3 In the Job wizard, fill in the customer information.
Once you've done that, the associated customer details will automatically fill up.
STEP 4 Enter the Job subject. The assigned technicians will see this subject in the Loc8 Mobile app installed on their mobile device.
You may also provide additional Description to assist the technicians in completing the job.
STEP 5 Schedule an appointment.
Set a suitable date and time when the technician should visit the customer site.
STEP 6 Assign the technicians.
STEP 7 Lastly, go ahead and finalise the Work Order.