To start scheduling your jobs, first you'll need to create an Order and setup Shifts.
Watch this video
To learn how to create an Order, setup your shifts and assign your Resources. Or, read on for the written steps below.
To begin, tap on +Add New Order
- Go to the Scheduler page
- At the top right of the screen, tap on Add New Order.
You'll then be asked if you want to create a new Template or create a Blank Order.
In this example, we'll start with a Blank Order, but you can learn how to create an Order template here.
Complete the details of your new Order
Typically, start with:
|Job Description||Describes what your team will be doing on this job.|
|Start Date - End Date||The duration of your job.|
|Project||The Project name of your job.|
|Location||The location (address) of your job. This will automatically be filled in when you select the Project. Though, if the location of the job is different from the Project's location, then you can change that here too.|
Next, set up your Roles and your Shifts
On the right of the screen, add the Roles and Shifts you need for this Order.
When you add a Role to the Order, typically you'll setup:
|Qty||The number of workers you'll need to carry out this Role on this shift.|
|Start Time - End Time||The hours for each shift, which will default to the hours you have set in your Assignar settings.|
|Role Dates||The dates of when the shifts will happen. Choose the specific days of the week you want the shifts to happen or select Show detailed to choose specific dates.|
Other details you can add to the Order
|Role Forms||If you had previously setup your Roles to have specific Forms, it'll automatically show up here. Otherwise, you can add specific Forms that you want your workers to complete here.|
|Location 2||The Order's second important location (if any).|
|Budgeted Quantities||If you want to track Progress on the job, you can set this up, which enables your Supervisors to input Progress with Site Diary. You learn more about this here.|
|Comments||Where you can add any notes, especially if you need your crew to see them.|
|Supplier||Where you can add any Suppliers.|
|Client Contacts||Useful if your workers need to contact a client rep, or email them a Site Diary|
|WO and PO||Useful if you have an internal Order ID that you need to track.|
|Tags||If you want to categorise your Orders|
|Attachments||Useful if you want to attach any documents or files related to the Order.|