Jobs: Creating a Job - Web

Table of Contents

• How to Create a New Job
• Create a New Job Form Settings

Jobs in DSPTCH are the object that contains all the information necessary about work being completed for a customer or project.

Within jobs, information is stored about who is requesting & providing the service for the job, where the work is taking place, what the scope of work is. Additionally, jobs allow for storing and sharing of important contacts & documents. Time Entries and Form Submissions can be tied to jobs, allowing for robust viewing and recording of safety and billing information about your job.

How to Create a New Job

To create a new job, navigate to the "Jobs" page and then hit the "+ New job" button near the top right on the Jobs page. See video below for illustration.

Create a New Job Form Settings

There are many fields and options available when creating a job. Below we will go over what each of them mean and how they affect the behavior of your job.

General

• External ID (optional)
  • This is the identifying name that can help associate your DSPTCH job with an external system.

• Name (required)
  • This is the name your job will appear as on DSPTCH. This title will appear to all workers who are invited to the job.

• Customer (optional)
  • This is the company that is the customer for this job.

• Allow Customer Access Toggle Box (optional)
  • To grant all managers from the customer company access to view data associated with this Job, toggle this option on. Otherwise, leave it unchecked.

• Provider (optional)
  • This is the company providing services for the job.

• Manager (required)
  • A User can be assigned as the manager for this Job using the pre-loaded, company-specific dropdown list.

• Description (optional)
  • Add in a textual description for the job here.

• Project (optional)
  • If this job is part of a larger project, add in the project name here. This will automatically add the job to the respective project card.

• Prevailing Wage and Apprenticeship Tracking (optional)
  • To enable Prevailing Wage and Apprenticeship tracking data, toggle this option on. This provides visibility into whether Positions meet wage determinations, apprenticeship hours data, and additional tracking features.
  • Note: PWA tracking requires a license to DSPTCH's PWA tracking plan.

Location

• Site (required)
  • Enter the site that your job is associated with from our search bar. DSPTCH comes pre-loaded with thousands of sites.
  • If you are unable to find your site, please let us know at help@dsptch.work!

• Feature (optional)
  • If the job relates to a specific feature of your site (e.g. Turbine 12), then add in the asset here. DSPTCH comes pre-loaded with millions of site specific features.
  • If you are unable to find your feature, please let us know at help@dsptch.work!

Schedule

• Start (required)
  • Enter the anticipated start date for the job here. It can always be edited later if needed.

• End (required)
  • Enter the anticipated end date for the job here. It can always be edited later if needed.

• Timezone (required)
  • Enter the timezone for the job.

Scope of Work

• Scope of Work (optional)
  • Provides a general description of the type of work that is being completed (e.g. Blade Edge Repair).

Contacts

• Contacts (optional)
  • Use the search bar to add users as job contacts. All workers on the job will have access to their contact information from the job profile on the DSPTCH mobile app.

Time Tracking Settings

• Expect Clock-In (optional)
  • Toggle this on to encourage workers to use the "clock-in/out" features on DSPTCH rather than create manual time cards. Toggling this on will add warning flags visible to managers for time cards that were manually created.

• Send Clock-In Location Reminders (optional)
  • Toggle this on to send reminders to workers to clock in/out when they arrive at and leave the job site.

Custom Fields

Custom fields are a way to store any information not offered by DSPTCH. For instance, to track the service line a Job belongs to in an accounting system, a custom field can be created and named "Service Line," then selected when creating the Job. Custom fields are created at the settings section of the app - check out our settings documentation to learn more.