Create a job

Nytt uppdrag on the Jobs page opens Nytt uppdrag as its own page, laid out in the order a phone call goes: who it is for, what it is, where, and when and who. Clicking free time on the Schedule opens the same page with the time and the person already filled in (Find a time and the right person for a job). The only thing a job must have is a name, and choosing a Uppdragstyp and a customer suggests one.

Who can take it. Once a job type or a customer is chosen, Vem kan ta det on the right lists the people who fit best, with their first free times and why they fit. Click a time to put it and the person on the job.

Draft or booked. Spara som utkast saves it with only a name. A draft with a time holds that time on the Schedule, drawn with a dashed outline, but it is not in the technician's calendar and nobody is told. Boka och skicka saves it and sends it on: it goes in the technician's calendar. Innan det kan bokas lists what your workspace requires before a job may be booked (Decide what a job needs before each status), and the button stays off until those are filled in.

Nothing typed is lost. Leave the page with something typed and it asks first: Du är inte klar med det här uppdraget, with a choice to save it as a draft. The page also keeps a copy in this browser as you type, so if the browser crashes or the tab is closed, coming back to Nytt uppdrag offers to restore it.

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 starts as the customer's address. Leave it empty and the job uses the customer's, which the form shows in grey: Lämna fälten tomma så används kundens adress för uppdraget. Type another address when the work happens somewhere else, a holiday home or a second site, and that address stays with the job even if you move it to another customer. Once the job exists, change the address in the left-hand column of the job: click the street, postcode, city or country, type, and it saves when you leave the field. Suggestions appear while you type the street, and picking one fills in the postcode and city too. The site shows as a pin on the map on the Översikt tab, with Öppna i Google Maps for directions. Addresses outside Norway work too: the first time you open the tab after saving one, it shows Letar upp adressen på kartan… for a moment and then the pin. If the address cannot be found anywhere, the map says Adressen kunde inte placeras på kartan., and correcting the address tries again. To go back to the customer's address, use Använd kundens adress under the address in the left-hand column.

Noteringar till arbetslaget is worth filling in properly: Portkoder, parkering, var mätaren sitter. Allt som sparar arbetslaget ett telefonsamtal. On a saved job, the description and the notes for the crew sit near the top of the left-hand column. Click either one to open it, then choose Spara, so a note the crew relies on never changes because somebody clicked into it by accident. The Översikt tab shows both under Uppdraget.

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. Picking a start time moves the end with it, so the end is never before the start: a slot that already had a length keeps it, and a new one gets the job type's length, or an hour. Set Hur lång tid det ska ta, i minuter if the length is known but the day is not. On a saved job this is Beräknad tid under the time in the left-hand column, a list of lengths from 15 minutes to 8 hours. You do not need to set it twice: once a job has both a start and an end, the expected time follows the length of the booked slot, and moves with it when the slot changes. Choose a different expected time yourself and that one stays, however the slot is moved afterwards.

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. When the type you need is not in the list, choose Ny jobbtyp at the bottom of it on the job, type the name and choose Lägg till: the type is created for the whole workspace and put on this job straight away.

The job opens as soon as it is saved. If saving fails, you stay on the page with your details still there.

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.