Create a Job

This page covers the standard flow of creating a new job in StayOnHire.

Add new job

1. In the top right-hand side of you account, click the blue 'Create +' button. Click this and then the option that says 'Job':

1. Complete each field in the popup that appears:

1. Once created, your job will now appear on the right-hand side

Allocating Assets

Assets can be allocated to a job in two simple methods:

• Direct allocation (to the job)

• 'Assets required' table (a list of desired assets)

Direct to Job

If you know what asset you want to allocate to a job, assets can be allocated directly to a job:

1. 'Click and drag' the asset onto the relevant job:

Find the asset you'd like to allocate and drag it onto your job

1. The asset will then appear allocated to a job, both in the 'Assets Required' table and in the asset allocation tab.

How an allocation appears on your calendar, and in the 'Assets Required' table

'Assets Required' Table ("Positions")

If you don't yet know what asset you want to allocate to a job, such as when a job is still being tendered or quoted, a list of assets can be built directly to a job through the 'Assets Required' table by adding an 'Asset Position'.

What are 'Asset Position' on a job?

An asset position can be thought of as the obligation you have to provide something to your customer, like a contract. For example:

An Asset "Position" = 1.8t Excavator for $200 per day

An Asset "Allocation" = EX01 added to this position

Why this works:

Take a break down scenario where an asset is swapped out:

• If EX01, breaks down and is swapped out for another asset, EX02

• This would be an example of the 'Allocation' (EX01) changing

• The 'Position' (a 1.8t Excavator for $200 per day) would not change

• The customer is paying for the 1.8t position , not the individual asset on the job (EX01 vs EX02)

1. Click the action button and select 'Add asset/position':

Adding an asset/position from the 'Assets Required' table

1. Complete the popup prompting one (or multiple) of this position:

Add one or more assets positions required on this job

Once added, asset positions will appear in your calendar 'Awaiting Allocation':

How an asset position appears in your calendar

Adding a Rate

Rates can be added to assets on a job using the 'Assets Required' table:

Clicking add a rate will give you the ability to insert rate information that suits your business

Adding a rate to assets on your job will allow draft invoices to generate automatically:

Rates allow invoices to draft based on usage and billable periods ('Monday weekly' is the billable cycle on the this job)

On Hiring Assets

Accurate time confirmations are critical to ensuring your invoices are generated accurately.

To on confirm the on hire of an asset in your calendar:

1. Select the asset allocation and click 'On hire':

Allocations on a calendar will display options allowing you to on hire

1. Confirm when the asset should be on hired from. You will receive (3) common options:

• Right now - Use the current date/time

• As planned - 'Back date' or 'forward date' the on hire to when it was originally planned

• Custom - Set a custom date/time

1. Once on hired, you will see the allocation become a more 'solid' filled colour in your calendar, and appear with the status "ON HIRE":

On hired assets on your calendar appear more 'solid' in colour and have their status changed