# Create a Job ## 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':

2. Complete each field in the popup that appears:

3. 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

2. 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'. {% hint style="info" %} **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) {% endhint %} 1. Click the action button and select 'Add asset/position':

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

2. 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

2. 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

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