Control, Keep track, Collaborate

Set up custom mobijobi task types

Mobijobi, mobile workforce management

“Install” “Fix” “Checkup”

Control, Keep track, Collaborate

Mobijobi lets you set and use custom task types in order to differentiate between different types of tasks you usually perform.

What are “custom task types”

Control, Keep track, Collaborate

Adding new task types:

select “manage task types” from the “settings” menu

Click the “Add new Task

Type” Button

Control, Keep track, Collaborate

Adding new task types – task type form

Task type name, use names you and your customers can

easily identify later on.

Task type duration, a rough estimation of the duration of

this type of work.

Required capabilities: tags that will help you pick the right

team members for the task

Comments: will be automatically added to tasks

created with this task type

Control, Keep track, Collaborate

Using task types in the task form

Control, Keep track, Collaborate

Using task types in the task form:

In the task form select a custom task

type

Control, Keep track, Collaborate

Selecting a task type loads the task type parameters into the task form including: • Capabilities • Task duration • Task details

Using task types in the task form:

Control, Keep track, Collaborate

Task types and the service request forms

Control, Keep track, Collaborate

Task types and the service request forms

Mobijobi allows you to embed service request forms in your web site, collect direct service leads and convert these leads into assigned tasks in mobijobi.

Your customers can select required service by selecting your custom task types

Your custom task types