Assign a job to a supplier

In order for a job to be actively dealt with, it must first be assigned to a supplier (contractor). 

STEP-BY-STEP

1. From the overview screen, click Assign Job.
   
   
   
   
2. Choose the preferred supplier from the drop-down list, and the page will reload with their contact details. 
   
   
   
   
3. If the supplier you wish to use is not yet defined on the system, click Add New Supplier and enter the details in the pop-up box. The page will reload once the supplier has been added and the new supplier will now be shown in the select menu.
   
   
   
   
4. If the supplier has an email address defined, you may tick the checkbox to send them an automatic job notification, including the job sheet as an attachment for their convenience.
   
   
   
   
5. If the supplier has a mobile number defined, you may choose to send them an automatic SMS notification about their new job assignment. 
   
   
   
   
6. Click Assign, and the job status will be updated to Assigned.
   
   

Automatic job alerts

You can choose whether to pre-tick the automatic alert checkboxes by editing the supplier profile, in the Settings area. 

Un-assign a job

If a job has been assigned to an incorrect supplier, or if the assigned supplier is unable to complete the job, you may wish to reassign it to another supplier. A job may only be re-assigned from the Assigned state; obviously once it is complete it is too late to to this, without marking the job incomplete first and then un-assigning. 

STEP-BY-STEP

1. On the job overview screen, click Options > Unassign.
   
   
   
   

RELATED ARTICLES

• Progress a job towards completion
• Mark a job as complete
• Mark a job as invoiced