Schedule an existing job for an employee

Schedule an existing job for an employee

To add an "Existing job" right mouse click in the required time slot of the initials required. This opens the "Job Finder".

When you select the job number you are requiring, the job details screen appears with most information pre-populated.

Leaving you the "Reason for Call", "Time required for the job", "Schedule Message" and "Internal Notes" the only information for you to complete.
Once those are completed click OK to save the job and select how you are going to send out the Jobcard.

Select your options you require, then select the way you want to sent the Jobcard.
Note: SMS function only available if CostManager is set up with SMS credits.







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