How Do I Create A Manual Job?

Work that is to be undertaken by a service provider can be assigned through the creation of jobs. The Jobs module in Checklist displays a comprehensive list of jobs on your account. That is, jobs for all properties, with any status, can be retrieved there.

This article handles the manual creation of jobs. If you would like to have Checklist create jobs automatically, set up an assignment rule.
Create a new job:
  1. Click Jobs on the left-hand navigation bar.
  2. Click Create on the top right-hand corner.
  3. Complete the job creation details. There are four steps involved in creating a job which includes establishing details, selecting a Checklist, assigning or inviting a Service Provider and stating your offer price.

    Step 1: Details
    Set the Date of the job, the Start and Finish times of the job, and select the property.
    Step 2: Select Checklist(s)
    Select one or more checklists to be assigned to your job. Click the eye icon on the right of the check to quickly preview that checklist. This is a great way to ensure that you're assigning the correct checklist to the job. If you need to create a brand new checklist, click the Add Checklist Button to create a checklist without losing your progress.
    Step 3: Assign/Invite Service Providers
    Here's where you decide when the job request will be sent to service providers, which service providers it will be sent to and when the job request should expire.

    Invitation Expires - set the number of days/hours that service providers have to accept/decline the job request. Under the First come First Serve strategy, a job becomes 'Unassigned’ if no service provider accepts the request by the expiration date. Under the Priority strategy, each service provider has the amount of time set in the Invitation Expiries field to accept the job request, before the request is sent to the service provider next in line. 

    Assignment Strategy - Assignment rules are used to decide when each service provider selected will receive the job request. There are two assignment strategies- Priority List and First Come First Serve.

    Priority List - allows you to sequentially send the job request to the selected Service Providers.

    First Come First Serve - allows you to simultaneously send an assignment request to all Service Providers.
    Step 4: Set an Offer Price
    Set a reasonable price to pay your Service Provider. Your service provider will be able to send you an invoice for this amount. You may also add an optional message to be sent to your selected Service Provider.
  4. Click Create and the new job would be created.

Once a Service Provider accepts your job, you will be alerted by email or SMS, based on your Notification settings. If no Service Provider accepts the job before the expiration time, the job will become unassigned and you will be alerted. Unassigned Jobs will also show in the Problem Tasks table on your Dashboard.

If you have any further questions, don't hesitate to contact us!

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