Add a Member to the Project so they can start jobs themselves from the App:
Step 1: Go to the Project that the user needs to be added to
Step 2: Click on the Project Settings - Top bar
Step 3: Click on Users
Step 4: Click on Add member
Step 5: Select the Member/Contractor and add permissions
You will then have options to give them permissions
Start their own jobs from the app
Edit the entire Project on the app and online
Select the Project
Click Projects on the left side menu
Find and open your desired project
Click the Schedule Jobs button on the far right
Select the Operative
Using the dropdown labelled "Add an operative", select the operative that you would like to schedule a job for on this project. Note that you can select multiple operatives at this stage, and each will have their own job created for them.
Click Continue
Select the Dates
Using the calendar, select the date for the job to be carried out. Note that you can select multiple dates at this stage, and a job will be created for each date.
Click Continue
Enter Job Details
Custom Reference (optional) - This can be anything that identifies the job outside of Onetrace. For example your own job number or invoice number.
Job Form (required) - Select the job form that you would like the operative to use for this job.
Site Contact (optional) - Selecting a contact here will show up on the mobile app for the operative to see. You can add and remove site contacts via the main Onetrace settings area.
Instructions (optional) - Use this field to send any other notes or instructions to the operative. They'll be able to see this when they open the job on their phone.
Click Create Jobs
Need more help? Get support from our Onetrace knowledge hub or feel free to message us via live chat; we will be happy to help!