How do I create a Provide Service Job Card?
1. Navigate to the Job Cards Tab Menu
2. Click the floating + button.
3. Click the Job Card button
4. Pick Provide Service for the I want to? option
5. Choose the Client to to whom you are providing services
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 Job Address
8. Choose who to assign the Job Card to (Internal or External)
- Internal - Your Staff or yourself
- External - Your Vendors (outsourcing the work)
9. Enter the Job Card Title & Description
10. Click the Save button to create the Job Card
Please Note: The assigned vendor/personnel will recieve a New Provide Service Job Card notification.