Schedule a Job
When you accept a Job, you'll also propose a date and time to complete it. This is then sent to the Customer so they can agree to it or suggest a new one.
Once you and the Customer have agreed to a date and time for the Job, you can schedule it.
If the Customer doesn't respond to your calls or messages, contact your Prime.
Contact a Customer
You can contact a Customer through the Customer tab in a Job space.
From here you can:
- text the Customer.
- see automated texts sent to the Customer to schedule or reschedule the Job.
- see the chat history of previous jobs that your company has completed at the Site.
In addition, Admins and Team leads can start a phone call with the Customer.
The number you see in the app is a masked number, to allow your Contact details and those of your Customer's to remain private.
Steps
To schedule the Job:
- Go to the Customer tab.
- Tap Confirm [job type] date.
- Tap:
- Yes if the Customer agreed to your original proposed date and time.
- No, change date if you and the Customer have agreed to a new date and time.
- If required, enter the new date and time for the Job.
The Job's status will change to Scheduled
. You will also have access to the Job Tasks. Your Prime will be notified automatically.