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Creating a job on your phone is this easy!

Spend most of your day in the truck? Assist works as a full tool on your phone for creating, running, collecting the excess and closing jobs.

Written by Leif T. Rudlang

It may look like a lot of information to fill in, but you will pick it up quickly! A good tip is to use the Interpreter to generate the jobs for you.

Requirements

  1. To create jobs you need the role Operator or Administrator.

  2. Open Assist on your phone (follow this guide to add Assist as an icon on your phone) and allow Assist to track you while the app is active. You will be taken to My jobs.

In My jobs, set yourself On duty and choose a vehicle (choosing a vehicle now is optional)

😊 There may already be a job waiting for you 😊


Creating a job

Choose Menu – Overview – New job (this creates a draft)

There are two ways to create a job:

- Manually, as described below
- Through the Job Interpreter - Assist recommends this one!

Creating a job manually

Fill in the information the job needs:

There are 3 main areas:

What needs to be done – what is it being done to – who and where is the customer?

1. Job
- Job type (must be selected if it is anything other than recovery)
- Cause of damage (optional – but often required by the insurance companies)
- Any details and tags (optional)

2. Object
- Information about the object (the car, the boat, something else – worth filling in)
- Registration number with lookup (click the magnifying glass) – this also pulls in the vehicle details, and fills in the requester/customer automatically if you choose to
- Add the phone number of the requester / customer – this is smart 😊 then you can call them straight from Assist

Agreement details
- For contract customers (optional)
- Insurance (optional), but it is smart to clarify where the requester is insured

3. Services
Add the job site (either by typing the address, choosing it on the map, or – if the requester/customer doesn't know it – writing a description of the job site. You can update it once you are at the exact location; Assist will check and ask you)

(to choose on the map)

You now have what you need to create the job and go "live"

Choose – Create job

🚗 The next thing to do is assign a driver (that can be you) 😊

Read more about how to run the job from your phone!

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