You can manually create a job and also import jobs into the vWork from other systems via our API or by bulk importing using a CSV file.
In this article
- How do I manually create a new job?
- Select the job template
- Complete the tabs in the job editor
- Save the job to create it
Click the link from the topic list above to go directly to that topic. You can return to this list by clicking this icon:
How do I manually create a new job?
Jobs are most often based on a job template. The article Create a job template explains more about templates.
To create a job you:
- Select the job template
- Complete the Job Information tab in the Job editor
- Complete information in the Custom Fields tab if this is required in your workflow
- Save the job
We explain each of these steps in the following paragraphs.
Select the job template
To create a new job begin by selecting the job template:
- Click the corresponding tab to go to the Schedule page or the Jobs page.
- Click either on the Schedule page, or on the Jobs page to display a list of templates you can use to create your job.
- Choose a job template from the list to match the job you want to create.
In this example, we selected 'Green Waste Bag Collection' - a template we created earlier.
Once you select the template it opens the job editor for a new job using the selected template.
🔔Note: One job option that may be listed is Create a New Job (No Template). When enabled in the settings, this option allows dispatchers to create a job without using a job template. We don't recommend creating jobs uaing this option without thoroughly thinking through the circumstances when this might be needed. In most instances it is best to plan your workflow and develop job templates to match. For this reason, the default for this job option is set to disabled in the General settings. To change the default you'll find it in Settings>General under 'Mandatory Job template'.
Complete the tabs in the job editor
Once you have selected the template it opens the job editor where you enter the details about the job. The information you need to add depends, to some extent, on the template you have selected.
The Job editor has two tabs that show as default. These are the:
- Job Information tab, and the
- Custom Fields tab.
Other tabs, such as 'Invoicing and 'Health & Safety', may also show if you have enabled these features in your vWork account.
The Job information tab
The Job Information tab is where you enter the details about the job. This information shows on the worker's phone under the job Details and the job Steps.
This tab has the following sections:
This section shows the name of the template, the Customer Name, the Planned Duration, and the number of jobs you are creating from this template. If you have saved the job template with customer information automatically pulls through into the job; if not, you can enter an existing or new customer's name in the Customer name field. You can also change the estimated job duration and, if you want to create more than one job at the same time you can change the number of jobs.
The fields in this section self-populate when you add an existing customer in the 'Customer Name' field in the Edit section, or you can enter new details here if this job is for a new customer.
These show on the mobile app in the 'Details' screen for a specific job. If you add more than one note mobile workers can see all notes by tapping 'Notes' on the Details screen.
Assign the Job to a Worker
This section enables you to assign a job to a worker and set a start date and time. If you know which worker will do the job then you can assign them to the job now. When a worker is assigned, a start date and time are also assigned. The default is to set the start date and time as the current time. You can change this now if you want to. If you don't assign a worker to the job you can easily do this later.
- You can set a start date and time without assigning a worker. This puts the job on the workbench on the Schedule page at the date and time you specified.
- When you assign a worker to the job the Create Job button changes to Publish Job. When you save this job using 'Publish Job' the job is published to the assigned worker's phone. If no worker is assigned the job goes into the jobs list and schedule so it can be assigned later.
What Steps Must the Worker Complete
This is where you add the address for the job steps an address is required. You can click the blue dot if you want to use the site address of the customer (if they are an existing customer) as the address.
Your template may also include other sections depending on what options are turned on in your vWork account.
The Custom fields tab
Custom fields in the Custom Fields tab show on the Fields tab on the worker's mobile device. The information here is either information you want the worker to capture on the job (for example, proof of delivery) or extra information you want them to know about the job (for example, a note with details to find a key to open a gate). To find out more about Custom fields see the articles:
Save the job to create it
Once you have opened the job editor you can save the job at anytime. You can reopen the job editor to add more information or edit it as needed.
To save the job:
- Follow the steps given above to omplete the fields in the 'Job Information' tab, the 'Custom fields' tab and any other tabs that may be used in teh job template you have selected.
- Click or
💡Tip: A worker must be assigned to a job before you are able to publish it.
🔔Note: Once you have saved a job, when you reopen it and edit any of its content the button you use to save the changes becomes .