Add Job

Users can automate work assignment, route planning, and tasks, while Trakzee simplifies scheduling for them.

Users can assign jobs one by one. This document guides how to assign a job.

To assign a job

• Login to your account.
• Go to Settings > Master > Job

• • Click on the ➕ button on the taskbar.
    
    • Select the Company, Branch from the dropdown list.

• • • Enter Name, Description of the job.
      

• • • Select Job Type as per your requirement.

      • With Object: 

        Select With Object if you want to create a job with object
        

• • • • • Select the vehicle from Assign To from the dropdown list, to which you want to assign the job.
        • Select Representative from the dropdown list if a representative is involved with the job creation.
        • Select Consider Via from the dropdown list.
        • Check the box if you need to enable the Convey option.
        • Select the Load State from the dropdown list.
        • Select the Schedule Type as per requirement.

      • Relative: 

        Select Relative if you want to create a schedule that repeats on a timely basis.
        • Select the Schedule as per requirement.
    • Daily: Select Daily if you want to set a daily schedule.

• • • Weekly: Select Weekly if you want to set a weekly schedule.
      Select the days of the week you want to schedule the job for.

• • • Monthly: Select Monthly if you want to set a monthly schedule. 
      Select the dates of the month you want to schedule the job for.

• • • Enter Est. Start Time, Est. End Time and Force Close Duration respectively.
      
      

• • • Select the Valid From and Valid To date from the date picker. 

• • • Click on Show Extra Fields to enter the optional details.

• • • Select what you want to Copy From
      
      

• • • Previous Job: Select previous job if you want to copy from the previous job.
      Select the Previous Job from the dropdown list.

• • • Playback: Select playback if you want to copy from the previous job.
      Select the Playback from the dropdown list.
    • Check the box if you want to Add Start and End points, Checkpoints with reach time and Consider Job with Route.
    • Enter the Route Tolerance (meter) and Job Start Buffer Time (minutes).

• • • To add the checkpoints one by one:

    • Click on the ➕ button.

      

• • • Select if you want to Search Location from Map or Address Book.
    • Search the location of checkpoint in the search bar.
    • Enter the Name of the checkpoint.
    • Select the Radius of the checkpoint.
    • Check the box if you want to Add as Address.
      
    • Click on Save.

    • To add the checkpoints in bulk:

    • Click on the upload button.
      

• • • Download the sample file from the link given, fill in the file, and upload the same.
    • Check the box if you want to Add as Address.
      
    • Click on Save.

• • • Fixed:

      Select Fixed if you want to create a Fixed schedule which does not repeat on a particular time.
      

• • • Enter the Force Close Duration of the job.
    • Select the Start-End Time of the job from the date and time picker. 

• • • Click on Show Extra Fields to enter the optional details.

• • • Select what you want to Copy From.
      

• • • Previous Job: Select previous job if you want to copy from the previous job.
      Select the Previous Job from the dropdown list.
    • Playback: Select previous job if you want to copy from the previous job.
      Select the Playback from the dropdown list.
    • Check the box if you want to Add Start and End points, Checkpoints with reach time and Consider Job with Route.
    • Enter the Route Tolerance (meter) and Job Start Buffer Time (minutes).

• • • To add the checkpoints one by one:

    • Click on the ➕ button.
      
    • Select if you want to Search Location from Map or Address Book.
    • Search the location of checkpoint in the search bar.
    • Enter the Name of the checkpoint.
    • Select the Radius of the checkpoint.
    • Check the box if you want to Add as Address.
      
    • Click on Save.

    • To add the checkpoints in bulk:

    • Click on the upload button.
      
    • Download the sample file from the link given, fill in the file, and upload the same.
    • Check the box if you want to Add as Address.
      
    • Click on Save.

    • Automatic:

      Select Automatic if you want to create a schedule that is not bounded by time.
      

• • • Select the Valid From and Valid To date from the date picker. 

• • • Click on Show Extra Fields to enter the optional details.

• • • Select what you want to Copy From.
      

• • • Previous Job: Select previous job if you want to copy from the previous job.
      Select the Previous Job from the dropdown list.
    • Playback: Select previous job if you want to copy from the previous job.
      Select the Playback from the dropdown list.
    • Check the box if you want to Add Start and End points and Consider Job with Route.

• • • Enter the Route Tolerance (meter) and Job Start Buffer Time (minutes).

• • • To add the checkpoints one by one:

    • Click on the ➕ button.
      
    • Select if you want to Search Location from Map or Address Book.
    • Search the location of checkpoint in the search bar.
    • Enter the Name of the checkpoint.
    • Select the Radius of the checkpoint.
    • Check the box if you want to Add as Address.
      
    • Click on Save.

    • To add the checkpoints in bulk:

    • Click on the upload button.
      
    • Download the sample file from the link given, fill in the file, and upload the same.
    • Check the box if you want to Add as Address.
      
    • Click on Save.

• • • Without Object:

      Select Without Object if you want to create a job without object.

• • • Select what you want to Copy From. 
      

• • • Previous Job: Select previous job if you want to copy from the previous job.
      Select the Previous Job from the dropdown list.
    • Playback: Select previous job if you want to copy from the previous job.
      Select the Playback from the dropdown list.Select what you want to Copy From.
    • Check the box if you want to Add Start and End points and Consider Job with Route.

• • • Enter the Route Tolerance (meter) and Job Start Buffer Time (minutes).

• • • To add the checkpoints one by one:

    • Click on the ➕ button below.
      
    • Select if you want to Search Location from Map or Address Book.
    • Search the location of checkpoint in the search bar.
    • Enter the Name of the checkpoint.
    • Select the Radius of the checkpoint.
    • Check the box if you want to Add as Address.
      
    • Click on Save.

    • To add the checkpoints in bulk:

    • Click on the upload button.
       
    • Download the sample file from the link given, fill in the file, and upload the same.
    • Check the box if you want to Add as Address.
      
    • Click on Save.

• • Click on the Save 💾 icon.