How to turn due tasks into service visits

Works Schedule › Job List is the working screen for getting scheduled work out to engineers. It lists the jobs (tasks due) across every site you manage.

Find the work

Use Options: Show Outstanding (not yet on a visit) or Show Sent, Show / Hide Daily / Weekly Task, Select All / Select None and Export List.

Create a visit

1. Tick the jobs to go on one visit (same site) and click Selected Tasks.

2. Planned Visit — the Visit Type, Start, Finish and any Instructions.

3. Engineers — choose who is going.

4. Create — save it. The service visit is made and goes to the engineer’s app.