Book Additional Diary Events to a Job

Previous Lesson: Book a Job into the Diary

Introduction

CommuSoft works on the basis of one job to one invoice. This affects how we book events into a diary. If you visit a property and need to return to continue with the same job, it is essential that you do not create a second job in order to book another diary event. Instead you need to book a second diary event linked to the same job.

Add New Diary Event

This is the Job page.

Under Job Details you see one job with one diary event booked. 

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To add a new diary event to a job, click Add Diary Event

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As normal, select the date you wish to book the diary event in for.

 

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Drag and drop to book the event in for the correct time and for the correct engineer. Click okay to confirm the event.

 

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In the screen that opens, you have al the normal fields to fill in. You also have the option to copy the job description from the previous diary event.

 

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Complete and press Save

You will then see, on the job screen, that the one job now has two diary events booked against it.

 

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Next Lesson: Quickly Add a Job into Diary

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