Any type of job (One-Time, Recurring, Waiting List, or Package) in Service Autopilot can be made into a Multi-Day Job. This should be done when the Job is first created before you ever click Save on the Job overlay. Ideally, you’ll want to have the Job planned out before you create it in SA. You should know who the Job is for, what Service(s) will be done, the total amount of money you will charge, the total amount of time you’ll need to budget to complete the Job, and the number of workers you will need on a daily basis. Think of the Master Job record like a master plan or the most realistic way the Job will be completed.
One important consideration before you create a Multi-Day Job is how definite the start date of the project is. For example, if you’re supposed to start an outdoor project during a rainy season, there’s a good chance the first day could get rained out. To avoid additional work later, you would want to schedule this as a Waiting List Job. Then, when the forecast is clear you can move that job over to the Dispatch Board.
To create a Multi-Day Job, use the following steps:
- Click the Quick Add button and select “Job”.
- Select One-Time or Waiting List. This will open the New Job overlay.
- If you were not previously on a Client Account, select a Client.
- Select a Service.
- Modify the Start Date, if needed, for a One-Time Job. Add a Complete by date for a Waiting List Job. The Start Date will default to the current date.
- Select a Resource to assign the job. The Team Size defaults to 1 even if you do not assign the job. The Team Size will recalculate based on the Default Team Assignment. If you don't know the assignment now, set the Team Size to the average number of workers you would have on the job any given day. This will help the number of days to be calculated more accurately.
- Enter a Rate.
- Enter the Hrs. This is the total amount of hours that you expect it to take to complete the job.
- If you don’t know the specific assignment, change the team size to reflect the number of workers you would typically have on the job.
- Under Details > Multi-Day, change the Max Hours Per Day and Multi-day Include Days, if needed.
- Click Save.
If you’re using the Team Size default, as soon as the B. Hrs on the Job exceeds the Max Hours Per Day you’ll see the Days field automatically update. This is the formula for how the Number of Days is calculated:
Number of Days = (Budgeted Hours) / [(Maximum Man Hours per Day) x (Team Size)]
Example: 40 B. Hrs, / [(8 Maximum Man Hours per Day) x (Team Size 2)] = 3 Days
Number of Days is always rounded up. That just means that there are no decimals used in the Days calculation. Even if the resulting number in the equation is over by .01 it will result in an additional day.