Skip to main content
[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” left_padding_desktop=”30px” right_padding_desktop=”120px” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” gradient_type=”default” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”How to create a New Job/Booking?” font_container=”tag:h2|font_size:34px|text_align:left|line_height:44px” use_theme_fonts=”yes” css=””][divider line_type=”Full Width Line” line_thickness=”1″ divider_color=”default” custom_height=”60px”][vc_column_text css=”.vc_custom_1741595859852{border-radius: 2px !important;}” text_direction=”default” el_class=”custom-line-height”]Follow the steps below to create and configure a new job booking.

Step 1:
Login into Mobiconnect with Owner/Admin credential and select your project.
https://www.mobiconnect.net/login

Step 2:
Navigate to Bookings page by Clicking “Jobs” from the main menu

Step 3:
Click on the ‘New’ button at the top right to open the New Booking form.[/vc_column_text][divider line_type=”No Line” custom_height=”15px”][image_with_animation image_url=”234″ image_size=”large” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”10px” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][divider line_type=”No Line” custom_height=”15px”][vc_column_text css=”” text_direction=”default” el_class=”custom-line-height”]Step 4:
On the New Booking Pop-up, fill all the details, attach any required documents and add notes if necessary.[/vc_column_text][divider line_type=”No Line” custom_height=”15px”][image_with_animation image_url=”235″ image_size=”large” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”10px” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][divider line_type=”No Line” custom_height=”15px”][vc_column_text css=”” text_direction=”default” el_class=”custom-info-box”]Info: Details Tab

  • Click on ‘Select Customer’ and ‘Select Contractor’ to assign individuals to the booking.
  • Enter a title for the booking.
  • For multiple-day bookings, check the box for ‘Multiple day booking,’ and the system will display fields to select the start and expiry dates.
  • For a single-day booking, specify the start date, start time, and duration.
  • Check the box for ‘Allow before start time’ if the job can start earlier than scheduled.
  • Choose the type of booking from the dropdown and select any parent jobs if applicable.
  • Set the booking as recurring or not. If recurring, select one of the predefined recurring timelines.
  • Choose if the job has pickup and delivery addresses from the dropdown.
[/vc_column_text][divider line_type=”No Line” custom_height=”15px”][vc_column_text css=”” text_direction=”default” el_class=”custom-line-height”]Step 5:
Click on the ‘Add’ button and enter location details by entering the name and address. Choose and select other settings to create a new job[/vc_column_text][divider line_type=”No Line” custom_height=”15px”][image_with_animation image_url=”236″ image_size=”large” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”10px” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][divider line_type=”No Line” custom_height=”15px”][vc_column_text css=”” el_class=”custom-info-box” text_direction=”default”]Info : Add Location and Other  Settings of Details Tab

  • You can add multiple addresses by clicking on the ‘Add’ button again.
  • Enter any relevant tags to further categorise the bookings.
  • Choose if signatures are required for contractors and customers upon job completion and after receiving the job, respectively.
  • Check the box if OTP is required for completion of the job.
  • Check the box if following a fixed workflow is necessary.
  • Choose to show a timer during the job if needed.
  • Completion Forms: Select any forms that need to be completed upon job completion if linked.
[/vc_column_text][divider line_type=”No Line” custom_height=”15px”][vc_column_text css=”” text_direction=”default”]Step 6:
Navigate to the ‘Attach Documents’ tab.[/vc_column_text][divider line_type=”No Line” custom_height=”15px”][image_with_animation image_url=”237″ image_size=”large” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”10px” box_shadow=”small_depth” image_loading=”default” max_width=”100%” max_width_mobile=”default”][divider line_type=”No Line” custom_height=”15px”][vc_column_text css=”” el_class=”custom-info-box” text_direction=”default”]Info: Attachments

  • Drag and drop files into the upload area or use the ‘Upload from desktop’ button to add documents.
  • Click on ‘Add from Docs’ to include documents from connected storage or previous jobs.
  • Click on ‘Forms’ to select any forms that need to be attached.
[/vc_column_text][divider line_type=”No Line” custom_height=”15px”][vc_column_text css=”” text_direction=”default” el_class=”custom-line-height”]Step 7:
Navigate to the ‘Notes’ tab in New Booking Pop-up
Enter any notes and internal notes relevant to the booking for additional information.

  • Click on ‘Save Draft’ to save the booking for later review.
  • Click on ‘Create’ to activate the booking .
  • Click on ‘Cancel’ to remove the booking without saving.
[/vc_column_text][divider line_type=”No Line” custom_height=”15px”][image_with_animation image_url=”238″ image_size=”large” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”center” border_radius=”10px” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][divider line_type=”No Line” custom_height=”15px”][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][/vc_column][/vc_row]