Create and Dispatch a Job to a Job Lead


Create a Job for a Job Lead and multiple crew members from the NEW JOB subtab, the Schedule button on the SCHEDULER, the Dispatch Asset Job button, the New Job button on the Customer Record, or from the mobile application requires ‘Enable Job Create’, ‘Enable Job List’, and ‘Enable Job View’ in either ‘Role or User Roles & Rights’ security settings. Jobs created from a JOB IMPORT also requires the 'View Import Export' right.

Jobs created for a Job Lead will be dispatched to the Job Lead, and then the Job Lead can email or call other crew members as needed at the job. Multiple crew members can be added at time of scheduling or added on the mobile when defined in company settings to the Job Lead's Crew.

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