Help · Coordinator

Make a new job order

Every tutorial

For an order that came by phone or text. (An emailed order goes through Emails in instead.) The same checks as an email: the client, where it goes, and each line.

  1. 1. On the home page, open New job order.

    Step 1: On the home page, open New job order.

  2. 2. Choose the Client.

    Step 2: Choose the Client.

  3. 3. Choose Where it goes: the client's contract or project it is under.

    Step 3: Choose Where it goes: the client's contract or project it is under.

  4. 4. Type the client's reference, if they gave one. A new one becomes a new job under where it goes.

    Step 4: Type the client's reference, if they gave one. A new one becomes a new job under where it goes.

  5. 5. Choose the Site.

    Step 5: Choose the Site.

  6. 6. For each line: the Role…

    Step 6: For each line: the Role…

  7. 7. …the Licence they must hold, if any…

    Step 7: …the Licence they must hold, if any…

  8. 8. …how many People…

    Step 8: …how many People…

  9. 9. …the First day…

    Step 9: …the First day…

  10. 10. …the Last day…

    Step 10: …the Last day…

  11. 11. …and the Shift and times. Add a line for another role.

    Step 11: …and the Shift and times. Add a line for another role.

  12. 12. Press Make the order.

    Step 12: Press Make the order.

  13. ✓ Done. The order opens on its crew page, its shortlist ready to offer.

    Step 13: Done. The order opens on its crew page, its shortlist ready to offer.