Jobs & requests

Review requests, create jobs and assign the work.

10 articles

• Accept an Inbound Job Request →ServiceVisit lets you review inbound requests and decide what to do with them. You can see the requests waiting for your review, check the service address, and then approve or decline each one.
• Assign a Job →ServiceVisit lets you decide who is responsible for a Job and which technician takes the work. You can set, change or clear a Job's owner, assign the primary technician to a Work Order, remove a…
• Cancel a Job →ServiceVisit lets you cancel a Job when the customer no longer wants the work or the request should not go ahead. You can give a reason. If you leave it blank, the Job records that it was cancelled by…
• Create a Job →ServiceVisit lets you create a Job, which is the customer's request for service. You would create one when a customer asks for work, so the request is recorded before any technician is sent out. You…
• Edit a Job →ServiceVisit lets you change a Job after it has been created. You can correct its title, description, urgency and the classification of the work, which is useful when the customer gives you more…
• How Customers Request Service Through the Marketplace →The Marketplace lets a customer look for a service provider, read what the provider has published, and send a service request without creating an account. The provider reviews the request and either…
• Managing Marketplace Leads →The Marketplace is where customers who have never worked with you can find your business, read your profile and ask you for service. Each request that comes in lands in your Marketplace Leads list…
• See All Jobs →ServiceVisit lets you see every Job in your business, not only the ones assigned to you. You would use this when you run the schedule, take calls or manage the team, because you need to find a…
• See Your Assigned Jobs →ServiceVisit lets you see the Jobs that are assigned to you. A Job counts as yours when you are its owner or when a Work Order under it carries your active assignment. This is what a technician needs…
• Tracking Your Service Visit and Technician Arrival →The Track Your Service Visit page shows the details of a scheduled visit and, once your technician is travelling to you, a live estimate of how far away they are. This guide explains what the page…