There are three ways of starting the job creation process on ServiceSight. The best way for you depends upon your own preferences or your current location within the system. All three methods converge very quickly and so it does not matter which you choose.

Creating Jobs from the Dashboard

If you have the ‘Quick create buttons’ widget on your dashboard then you can use the ‘New job’ button to begin the job creation process.

Creating Jobs from the Jobs List

If you have the Jobs list open you can use the ‘New job’ button in the top right area of the screen to being the job creation process.

With either of these two methods using the ‘New job’ button will open the New job screen.

• Firstly, select the Customer or Site that you need to create this job for from the list that appears. You can use the search facility at the top of the list where you can type any part of the name or address and click ‘Search’ or you can simply scroll the list until you find the right Customer.
• Click anywhere on the line to select it.
• If the Customer does not yet exist in the list to select then you can use the blue link at the bottom of the Customer list to create a new customer.

Once selected the right-hand information panel is populated by the system. Here you can see the full Customer, Site & Contact details (with links off to view those records), Recent jobs and any Warning notes or Credit control information. You can even use the details of a recent job to copy into this new job if needed. You can now confirm the Site & Contact details under the Customer list.

• If the Job is taking place at a different address to that of the Customer then you can select the Site from the drop-down list that appears after Customer selection. If there is only one address in the system then this will default to the same address as the Customer selected. You also have the option of creating a new site from this screen using the blue link to the right of the ‘Select site’ option.

• Next, select or confirm the Contact for this job. This will default from the Service Contact on the Customer selected but can be changed by dropping down the list and selecting another contact. New contacts can also be created from here using the blue link to at the right-hand edge of the contact field.

• Now you can select the type of job you need to create. The list here will offer the Job types that you have already created in the system in alphabetical order. You can create as many Job types as you need and add them to the system at any time.
• If you have an Order number from the Customer then you can enter it now also. Order numbers can be entered at any time onto a job, including from the engineer’s mobile application.
• Finally, enter the ‘To do’, or work to be carried out.
• To save the job you have created select either ‘Save job’ or ‘Save & plan’ at the bottom of the screen. Save job will create a job from the information entered and open the job up for editing whilst Save & plan will create a job and then open the Planner Map so that you can allocate this new job straight out to an engineer.

Creating Jobs from a Customer Record

You can create new jobs from within a Customer or Site record on ServiceSight. This has the advantage of pre-selecting the Customer and/or Site for the job and shortcuts the job creation process.

Use the ‘New job’ button at the bottom of the customer screen to begin creating a new job.

The New job screen opens and the Customer and/or Site as well as the right-hand information panel are already populated with the details of the Customer record you were on when you clicked the button.

• If the Job is taking place at a different address to that of the Customer then you can select the Site from the drop-down list that appears after Customer selection. You also have the option of creating a new site from this screen using the blue link to the right of the ‘Select site’ option.

• Next, select or confirm the Contact for this job. This will default from the Service Contact on the Customer but can be changed by dropping down the list and selecting another contact. New contacts can also be created from here using the blue link to at the right-hand edge of the contact field.

• Now you can select the type of job you need to create. The list here will offer the Job types that you have already created in the system in alphabetical order. You can create as many Job types as you need and add them to the system at any time.
• If you have an Order number from the Customer then you can enter it now also. Order numbers can be entered at any time onto a job, including from the engineer’s mobile application.
• Finally, enter the ‘To do’, or work to be carried out.
• To save the job you have created select either ‘Save job’ or ‘Save & plan’ at the bottom of the screen. Save job will create a job from the information entered and open the job up for editing whilst Save & plan will create a job and then open the Planner Map so that you can allocate this new job straight out to an engineer.