< 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
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To access the job request processing queue click DIARY & SCHEDULING > JOB REQUESTS from the main menu.
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Alternatively click "X clients with outstanding job requests" from the HOME screen.
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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?
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Click on the Job Request that you wish to schedule.

< Job Requests < Scheduling a Job Request
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Check the box in the column heading to “select all” or check items individually.
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Click “Schedule Jobs”.

< Job Requests < Scheduling a Job Request
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Either choose an existing service order, and the requested jobs will be added to that service order and be added to the schedule, or
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Choose “new order” if you want to create a new service order.

< Job Requests < Scheduling a Job Request
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Type in the name for your “new order”.
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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.
