Create a follow up job

Overview

In Skedulo, if there is not enough time allocated to complete a job, it is possible for the mobile user to book a follow-up visit.

Create a follow-up job

To create a follow-up visit (or job) perform the following actions:

  1. Before completing the original job, tap on Actions and select Follow-up from the pop-up menu.

  2. In the follow-up view, tap on Follow-up reason and pick a reason from the list.

  3. Pick the date and time for the next visit (optional).

  4. Enter the time required for the follow-up call (duration).

  5. Set an urgency flag (if required).

  6. Use the switch named Assign to myself –if applicable, and more importantly, if available (see the note at the bottom of the page).

  7. Save the follow-up job by tapping on the large check (tick) button at the top-right of the view. A new notification will appear in the job’s details indicating a follow-up job has been created. It will also show the new job number.

Any job notes saved in the original job will be copied to the new follow-up job.

The original job can now be completed by tapping the Complete Job button.

If the follow-up job is not assigned (i.e., to myself), it will be queued in the web app ready to be allocated by the scheduler.

Create a follow-up job from the Actions menu.

Skedulo, entering and saving the follow-up job details.

Create a follow-up job with custom fields

To create a follow-up visit (or job) that contains custom fields from the previous or parent job, perform the following actions:

  1. Before completing the original job (the job must be In Progress), tap the Actions button and select Follow-up from the pop-up menu.

  2. In the follow-up view, tap on Follow-up reason and pick a reason from the list.

  3. Pick the date and time for the next visit (optional).

  4. Enter the time required for the follow-up call (duration).

  5. Set an urgency flag (if required).

  6. Use the switch named Assign to myself –if applicable, and more importantly, if available (configurable using admin settings).

  7. Use the switch named Copy field data from parent job –this will copy over the custom fields from the previous or parent job (this switch is enabled by default).

  8. Save the follow-up job by tapping on the large check (tick) button at the top-right of the screen.

  9. A new notification will appear in the job’s details indicating a follow-up job has been created. It will also show the new job number.

Opening the follow-up view and activating the switch to copy over custom field data.

Customize scheduling workflow