Create a job

Nytt uppdrag on the Jobs page opens Nytt uppdrag. The only thing you must answer is Vad ska göras? — everything else can be filled in later, including who it is for.

Ett uppdrag är ett besök: en tid i kalendern, ett arbetslag, och en sammanställning av vad som faktiskt gjordes på plats.

Who it is for. Kund and Kontaktperson på plats. The contact list narrows to the people at that company once a customer is chosen, which is why the field says Välj en kund först until then. Both are optional: a walk-in emergency can be booked first and attached to a customer afterwards.

Where. Adress på plats is deliberately its own address and not the customer's billing address. For a service business those are different more often than they are the same, and a crew sent to the head office instead of the site is the mistake this field exists to prevent.

Noteringar till arbetslaget is worth filling in properly: Portkoder, parkering, var mätaren sitter. Allt som sparar arbetslaget ett telefonsamtal.

When. När takes a day plus Start and Slut. A job with no time is still a job — it sits in the list as Inte planerat until somebody books it. Set Hur lång tid det ska ta, i minuter if the length is known but the day is not.

What kind of work. Uppdragstyp is your own list, not ours. Annual service, emergency callout, first-fix, warranty visit — whatever your business actually distinguishes between. A job type can carry a default length so the calendar slot fills itself in.

If the job does not save, the message says why: Uppdraget skapades inte. Se över uppgifterna och försök igen.

Other ways in. Most jobs are not typed in by hand. They come from a deal you have won (Turn a deal into a job), from a project that needs several visits, or from an automation. Creating one here is the fallback, not the main road.