Jobs: Sharing a Job with a Client – Web
Table of Contents
How to Create a New Job
To create a new job, navigate to the "Jobs" page and then click the "+ New Job" button near the top right corner of the page. See the video below for a demonstration:
For a more detailed look at creating a job, read our Creating a Job Help Document.
Creating a New Shared Job with a Customer
In the "Create Job" form, there are two fields that must be filled out in order to enable sharing the job with a customer.
The first field is the "Customer" field (indicated by the red box in the image below) in the "General" section. This field is a search bar that includes all of the companies pre-loaded into DSPTCH. Search for the customer (i.e. the company being billed for the services provided on the job) and select them.
The second field is the "Allow customer access" toggle (indicated by the red box in the image below) in the "Sharing" section. Enabling this toggle will allow all Admins and Managers at the job's customer company to view this job and its data.
After filling out and enabling these fields (as well as completing the other required fields needed to create a job), click the "Save" button at the bottom of the page. The job will be created and all data will be shared with the relevant users at the job's customer company.
Sharing an Existing Job with a Customer
To share an existing job with a customer, start by opening the relevant Job Card. Then, click the pencil icon near the top of the "Overview" tab to open the "Edit Job" form. Then, scroll down to the "Allow customer access" toggle and enable it. Lastly, scroll to the bottom of the form and click the "Save" button.
Please see the video below for a demonstration:
