Define what type of work this job represents and when it should be performed.
Job Types Available
| Type | Icon Color | Description |
|------|-----------|-------------|
| Delivery | Blue | Deliver equipment to customer location |
| Pickup | Amber | Pick up equipment from customer location |
| Service | Purple | Perform maintenance or cleaning service |
| Survey/Estimate | Red | On-site survey for future service |
Selecting Job Type
Click on any job type card to select itSelected cards display a colored ring around themOnly one job type can be selected per jobScheduling the Job
Scheduled Date (Required)
Use the calendar to select the job datePast dates are disabledClick directly on a date to selectScheduled Time (Optional)
Toggle the time switch to enable/disableUse the time picker or quick preset buttons: - 7:00 AM, 8:00 AM, 9:00 AM, 12:00 PM, etc.
Leave disabled if time is flexibleRental Duration (Delivery Jobs Only)
For delivery jobs, configure how long equipment will be on-site:
Standard Duration
Enter number of days in the "Keep for (Days)" fieldOr select an end date from the calendar pickerThe system automatically calculates return dateIndefinite Rental
Toggle "Indefinite Rental" for open-ended rentalsWhen enabled: - No pickup date is scheduled
- Unit stays until customer requests pickup
- Monthly billing continues until return
- Add optional notes for context
Billing Options
Charge by Days (Default): Bill for N daysCharge by Nights: Bill for N-1 nights (enable via toggle)Pickup Job Scheduling
For delivery jobs, you can schedule associated pickup(s):
Final Pickup
Toggle "Create Pickup Job" to add a final pickupSet pickup date/time separatelyAdd pickup-specific notesMark as priority if neededPartial Pickups
Toggle "Add Partial Pickups" for phased returnsClick "+ Add Partial Pickup" for each phaseConfigure date, time, and notes for eachPartial pickups appear chronologically in the workflowAdditional Options
Priority Flag
Toggle the star icon to mark job as high priorityPriority jobs are highlighted throughout the systemNotes
Add job notes for instructions or contextUse "Pre-Saved Notes" button to insert templatesNotes appear on driver assignments and job detailsHourly Billing Items (If Enabled)
Add manual hourly line items with: - Description
- Hours
- Rate per hour
- Calculated subtotal
