How to: Create a Job
A Job is a service ticket, a task a pickup or a drop-off/delivery which is performed at one single location.
In Hellotracks Business there are multiple ways to create a single Job and our goal is for your team to find the most efficient way to generate a Job to be dispatched to your team.
How to manually create one job
Step 1: Go to the Jobs & Dispatch. Click on List of all jobs, click on + New Job
Step 2: Search for an address, a previously saved Place, click here to learn about Places. Or simply select the location on the map.
Step 3: Once you confirmed the location for the job. You can use the predefined fields or create your custom fields to add details to the job. You can enter a title for the Job. This will be the header of the job and the text your worker will see first on the mobile app.
How to Import a Job
Step 1: Hover over the Jobs & Data menu. Click on Import Jobs.
Step 2: Import the information with a file upload or copy/paste the data directly into the provided spreadsheet.
Note* Templates are available.
Step 3: Click Start Importing.