< Processing Job Requests < Scheduling a Job Request

 

The option to "schedule" a job request will move the selected jobs onto a service order, which means that the services will now appear on your live schedule and will be invoiced at the time you normally raise your invoices. 

 

Jobs on a job request are not usually scheduled until after you have completed your approval process to ensure that you can provide the services your clients have requested.

 

After a job is scheduled, a Job Scheduled Email Notification is sent to your client. 

 

Navigation 
 

• To access the job request processing queue click DIARY & SCHEDULING > JOB REQUESTS from the main menu. 

• Alternatively click "X clients with outstanding job requests" from the HOME screen.

• Or click on the red Job Requests box to access the list of job requests that are awaiting processing.

 

How do I Schedule a Job Request?

 

• Click on the Job Request that you wish to schedule.

< Job Requests < Scheduling a Job Request

 

• Check the box in the column heading to “select all” or check items individually.

• Click “Schedule Jobs”.

< Job Requests < Scheduling a Job Request

 

• Either choose an existing service order, and the requested jobs will be added to that service order and be added to the schedule, or

• Choose “new order” if you want to create a new service order.

< Job Requests < Scheduling a Job Request

 

• Type in the name for your “new order”.

• Click "Schedule Jobs".

  

< Job Requests < Scheduling a Job Request

 

A copy of the confirmation email is shown below, as it might appear in Outlook or a similar mail program. ​