This Help Article covers;
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 Role with permission “Add Jobs” toggled "On".
Company Settings > Staff Top Tab > Roles Expandable Section > Select a Role that displays “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.