The MobileTech Add Job screen

This screen enables you to add a new job into ServiceCEO.

The MobileTech Add Job page in a HTML Browser

Caution!

Caution:
If no customer appears to the right of the Selected Customer field, you need to search for and select the customer for whom you want to add a job. Scroll down to the Search button and press Enter. The Customer Search screen appears.

To enter a new job:

Scroll down to the Job Description field and type a brief description of the job.
Scroll down to the Start Date fields and enter the start date. There are two methods of entering a date:

Method One

Method Two

Scroll down to the Start Date button and press Enter. A Calendar link appears.
Scroll down to the Calendar link and press Enter. The Select an options screen appears. Your options are:
Today's date. if you want to use today's date, scroll down to it and press Enter.
Type a date. if you want to manually type a date, scroll to this option and press Enter. The Type a date screen appears. Type the date you want to enter in the field in the mmddyyyy format (i.e., 08312004 for August 31st, 2004). When complete, scroll down to the OK button and press Enter.
Choose a date. If you want to select a date from a list, scroll to this option and press Enter. The Choose a month screen appears. Scroll down to the month you want to use and press Enter. The Choose a week page appears. Scroll down to the week you want to use and press Enter. The Choose a date screen appears. Scroll down to the day you want to use and press Enter.

Scroll down to the Month drop-down list.
Select the month you want to use from the drop-down list.
Scroll down to the Day drop-down list.
Select the day you want to use from the drop-down list.
Scroll down to the Year drop-down list.
Select the year you want to use from the drop-down list.

Scroll down to the Hour drop-down list.
Select the hour you want to use from the drop-down list.
Scroll down to the Minute drop-down list.
Select the minute you want to use from the drop-down list.
Scroll down to the AM/PM drop-down list.
Select either AM or PM from the drop-down list.
Scroll down to the Expected Duration field and type the number of hours you expect the job to take.
Scroll down to the Add button and press Enter. The job is now added to ServiceCEO.

Caution!

Caution:
One limitation of the Add Job function is that users (non-administrators) can add a job but they can not assign it to themselves, meaning that it will not appear on their Job List nor will they be able to add a Time Card entry for themselves. Currently, the only people who can add a job and assign employees in MobileTech is the administrator. A workaround is to have someone at the office using the ServiceCEO client create the job for the MobileTech user.

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