Starting or scheduling a job for later will claim the job and remove it from the job board. Here is how a rep can claim a visit:
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Clicking on a job from Project details or a Place’s Jobs tab will open Visit Details, where they will see the full information for the job (expected pay, materials required, tasks, etc.).
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If the job can be done right away, they will see a “Check in” button to instantly claim the job and start the visit.
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If the job is for a later date or the rep can’t do it right away, they can “Schedule” the visit for later.
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If the rep doesn’t have edit rights or the manager sets a specific date and time, “Schedule” will add the visit to the rep’s schedule as is.
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If the rep has edit rights and the visit has a flexible time frame, “Schedule” will open the visit scheduler, which looks the same as Edit visit or Creates visit, with a few differences:
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A disclaimer to help explain they agree to complete the visit
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Date options will be limited to the project time frame.
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Duration is non-editable.
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The visit will now be on the rep’s schedule and can be completed as a regularly scheduled visit, but with additional project information included.
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