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 hit the "+ New Job" button near the top right on the Jobs page. See video below for illustration.
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 New 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 in the General Section of the Create New Job Form. 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 relevant field is highlighted in the red box in the image below:
The second field is the "Allow customer access" toggle in the Sharing Section of the Create New Job Form. Enabling this toggle will allow all admins and managers at the Job's Customer Company to view this Job and its data. The relevant field is highlighted in the red box in the image below:
After filling out and enabling these fields (as well as completing the other required fields needed to create a Job), click "Save". 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 at the top of the Overview Tab to open the Edit Job Form. Then, scroll down to the "Allow customer access" and toggle it on. Lastly, scroll to the bottom of the form and click "Save".
Please see the video below for a demonstration:
