Create a Multi-Day Job for a Client

Any type of Service Autopilot Job (One-Time, Recurring, Waiting List, or Package) 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 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'll charge, the total amount of time you’ll need to budget to complete the Job, and the number of workers you'll need on a daily basis. Think of the Master Job record as 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. You can then move that job over to the Dispatch Board when the forecast is clear.

To create a Multi-Day Job, follow these steps:

  1. Hover over the Quick Add menu and click on Job.
  2. Select One-Time or Waiting List. This will open the New Job overlay.
  3. If you were not previously on a Client Account, select a Client.
  4. Select a Service.
  5. Modify the Start Date for the One-Time Job as needed. For a Waiting List job, you'll add a Complete by date.
  6. Select a Resource to assign the job to.

    Note: 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 on any given day. This will help the number of days calculate more accurately.
  7. Enter a Rate.
  8. Enter the B. Hrs. This is the total amount of hours you expect it'll take to complete the job.

    Important Note: If you make a change to the Team Size or the B. Hrs and press tab on your keyboard or click into another field, the system will automatically update the Days based on the formula below. If you are unsure of the Team Size or the B. Hrs. but know the approximate amount of days, you can update the Days field only to create a multi-day job for the number of days specified.

  9. Under Details > Multi-Day section, change the "Max Hours Per Day" and "Multi-day Include Days", as needed. 


  10. Click Save.

Days Calculation Explained

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

The Number of Days is always rounded up. That means there are no decimals used in this calculation. Even if the resulting number in the equation is over by .01, it'll result in an additional day.

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