How do I create a Provide Service Job Card?
1. Navigate to the Jobs Menu from the sidebar (refer to Navigation - Jobs Menu).
2. Click the Add sub-menu option under the Jobs Menu.
3. Enter the Name & Description, then click the Provide Service radio button.
4. Choose the Client to to whom you are providing services
5. Choose who to assign the Job Card to (Internal or External)
- Internal - Your Personnel or yourself
- External - Your Vendors (outsourcing the work)
6. Select a Workflows (Submission guidelines/Survey Form for capturing information you require for the Job Card for you to verify the work is complete)
7. Either use you current address or enter a new address as the Service Address
8. Pick the Estimated Job Start Date & Completion Date, then click the Save button to create the Job Card
Please Note: The assigned vendor/personnel will recieve a New Provide Service Job Card notification.