Getting Started/As a Provider
Create a Job
Prerequisites
- A store-owner subuser account. If you have yet to do it, create your first store-owne here.
- A created client. If not done, create your first client here
Guide
There are multiple ways to go about creating a job, both from your own account or from a store-owner's account.
Any and every step you've applied under a store owner's name will be exactly their process. If ever they need your assistance, you now have some experience!
From your own account
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From the jobs list page.
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From the job builder page.
This page can be a bit confusing at first, so let's go through a quick rundown of all the cards and sections on screen:
- Store Selection: Here, you can view and search all stores you've contracted thus far. This section serves purely as a filtering section for the next.
- Client Selection: Here, you can view all clients, optionally filtered by name and store. This section serves as the client for which you'll be creating a job.
- Job Card:
Here, you can create your job associated to the client selected previously. You can set all the needed information.
You can open the "Override address" section if a client needs a one-off delivery or job be done at a different location.
- Job List Section: This section serves purely as a feedback one. You can view your existing jobs and your newly created ones here.
From the store-owner's account
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As you've seen when creating your first client, on each client card exists the option to quickly add a job:
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From the store-owner's job builder page.
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From the jobs list page.