This Help Article covers:
General/Overview:
To Enable a User to Add Jobs
For a User to be able to Add Jobs they need to be enabled on the Katipolt Desktop side. To do this they need to be added to a Katipolt Mobile Role with permission “Add Jobs” toggled "On".
Company Settings > Staff Top Tab > Roles Expandable Section > Select a Role that displays Katipolt Mobile “Add Jobs” toggled "On" OR from a Role toggle it "On" > then select the person from the “Assigned To” dropdown to add.
To Add Job
1. From the All Jobs Screen, Tap the Red [+] Plus button to launch a New Job Screen
2. From the New Job Screen, Tap on the Customer* field to display a list of Customers, then Tap on a Customer to select and be returned to the New Job Screen
3. From the New Job Screen work down the fields Entering/Editing the Job details as required
💡 TIP: Following the Selection of a Customer, the Job Address will populate with the "Default Job Site/Address" (if one is entered) OR Tap [SEARCH] to display a list of entered Contact Sites OR use the Search Icon to search an Address.
4. When finished, Tap [SAVE]
⚠️ NOTE: Fields with an Asterisk * are required fields and you will not be able to Save the New Job until they all have an entry.
💡 TIP: Jobs when Added from the Mobile App default to that User being the Job Owner. Press on the User Image to display the List of Staff, then Press on another Staff Member to make them the Job Owner.
