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Creating Jobs on Restorize

Access Control

NOTE THAT THIS SECTION CAN BE ACCESSED BY SUPERVISORS, PROJECT CO-ORDINATORS, ADMINS AND TECHNICIANS.

Create a job

  • Step 1: Select JOBS on the side panel.

  • Step 2: Select ADD NEW JOB.

  • Step 3: Select the client and contact under the drop down menu under CLIENT and CONTACT respectively.

  • Step 4: Select the JOB TYPE and enter the JOB DESCRIPTION. The JOB TYPE has predetermined options but you may type a custom project type as well.

  • Step 5: Enter the CLAIM NUMBER and WORK ORDER NUMBER, which maybe unique to the client.

  • Step 6: Enter the SITE/PROPERTY DETAILS as required. Note that the number and email are optional.

  • Step 7: Assign a PROJECT CO-ORDINATOR and SUPERVISOR. Note that this is optional and can later be added inside the project.

Jobs