Job tags and flags

Job tags and flags allow you to easily mark jobs as to allow easy sorting and navigation of the jobs at a later date. The tools are simple and easy to use and will help you get the most out of connect and increase your efficiency.

Firstly, you should select a job to manage, this can be a new or existing job. Here i will be using an existing unscheduled job.

Do this by going to Jobs > Lists > Unscheduled Jobs

Then click on the ID next to the job that you would like to manage tags/flags of.

Then select Actions > Set Job Flag / Update Tags.

Job Flag: Here select an exising flag or you can create a new flag. An example, such as seen below, can be stoppers or requirements for jobs so that you are able to easily see why a job is incomplete and easily see all jobs that have the flag etc.

Job Tags: Here you can set more spesific information that is used to further improve sorting for example basic information about a job that you would like to cross reference and sort with other jobs at a later date.

You can then proceed to display jobs, in this case unscheduled jobs, then on the left applying the desired filters as seen below.

Interested in Connect’s tags and flags?

In summary, ConnectManager is a simple and effective scheduling tool.

If the above features are close to what you are looking for, please contact us so we can find out more about your end to end processes and your requirements.  When we have confirmed your needs we can arrange an online demonstration. In the meantime visit our socials, Twitter & LinkedIn.

 

Using smart scheduling

Smart scheduling allows you to easily schedule jobs for your mobile workforce by providing you with the available members of the workforce within a set timeframe as well as calculate the travel time for the worker from home or their last job.

Firstly, you should create a new job (a guide for this can be seen in the blog below), or you can select an unscheduled job.

Do this by going to Jobs > Lists > Unscheduled Jobs

  1 - Smart Scheduling

Then click on the ID next to the job that you would like to schedule.

2 - Smart Scheduling

 

Then select Actions > Smart Schedule

3

You are then presented with the smart schedule screen where you are able to set the time frames and sort the available slots for scheduling.

4

When ready, select the time and click OK.

The job is then put in the schedular.

5

Interested in smart scheduling?

In summary, ConnectManager is a simple and effective scheduling tool.

If the above features are close to what you are looking for, please contact us so we can find out more about your end to end processes and your requirements.  When we have confirmed your needs we can arrange an online demonstration. In the meantime visit our socials, Twitter & LinkedIn.

Adding a Job in ConnectManager

You can use this feature in ConnectManager to allow your back office users to add and schedule work.  You use ConnectManager to assign your work quickly and accurately.  This allows you and your workforce to easily know where the work is located, who the job is for and when it needs to be completed.

On the left hand panel, select the user you wish to consider assigning the job to.  Orange is the highlighted user.  You can see users with the corresponding skills for the work being scheduled.  These are highlighted in green for you.

Selected user will be highlighted in orange for you, so you know who’s being scheduled the work.

From the Jobs menu select Add Job.

Select the Type.  These are customisable per Customer.

As can be seen, the job view is shown.  Select the Customer, the Rate Book to use, and the Skillset.  Enter other details as required:

Once all the fields have been filled in go to the Custom tab and enter the Futher details and Alerts.

Press the Submit Job button. A notice will also be created in the corner of your screen summarising the details previously entered:

As shown above, you are now ready to schedule using Scheduler view, which functions very much like a calendar.

This time, on the job panel from the Actions menu select Schedule job

Drag the box onto the calendar.  The software will warn you if you have assigned the job to someone without the corresponding skills.  It will also alert you if the travel time between their home base or a previous entry is too close and more travel time is required.  Adjust or accept the warning.

 

To this end, the next blog will show the user experience on the ConnectMobile app for the jobs created.

Interested in Job Management?

In summary, ConnectManager is a simple and effective scheduling tool.

If the above features are close to what you are looking for, please contact us so we can find out more about your end to end processes and your requirements.  When we have confirmed your needs we can arrange an online demonstration. In the meantime visit our socials, Twitter & LinkedIn.

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Recording Mileage for Jobs

When creating a job template each step can require the user to record the mileage for that step. This will give an overall mileage for the job which can either be viewed on the job sheet, or within the report’s features.

To enable recording mileage, go to the template editor and either create a new job template or select an already existing job template.

Next goes to Menu > Tables > Processing Flow, this will update a table showing all the steps for the job.

1 - recording mileage

Here you can enable mileage recording for each step in the job for example when started travelling, and once they have arrived at the job site. Once the steps you wish to record mileage are enabled click ok to apply the changes.

Publish the job template to save all the changes.

Now create a new job using the template you have created and schedule it to a user.

On the user’s device start to complete the job until you reach the screen titled mileage.

Here you can update the mileage at the current point.

Once the mileage has been updated at both stages and the job has now been completed. The mileage can now be viewed within the details section of the job sheet, as shown below.

Or the job mileage can be viewed in the reports section, where the job mileage along with various other fields can be viewed.

Interested in mileage tracking?

In summary, ConnectManager is a simple and effective scheduling tool with powerful freatures like mileage tracking.

If the above features are close to what you are looking for, please contact us so we can find out more about your end to end processes and your requirements.  When we have confirmed your needs we can arrange an online demonstration. In the meantime visit our socials, Twitter & LinkedIn.