Accept an incoming job, assign workers and review any tasks they need to complete.

Open Jobs and find the new job with the status Request.

Open the job, review its details and select Accept Job. You must accept the job before assigning workers.

Click Accept Job to accept a new job.

In the job’s Staffing tab, select Assign Workers and choose workers from your Workers list. A worker is ready when they have the role, email address and date of birth the job asks for. Complete any missing details before confirming.

Select workers from your Workers list. The counter shows how many are ready.

Review any outstanding company and worker tasks. Complete the tasks available before arrival, and ask workers to complete their own assigned tasks. Tasks marked Kiosk only must be completed on the kiosk at the site.

Review tasks lists the tasks of one worker. Kiosk only tasks are done on the kiosk at the site.

The client assigns the job to the main contractor. For a subcontractor, the company one level higher assigns the job.

Tasks exist only when the top job is a client job. Each company sees only the tasks of the job it holds. A main contractor does not see the tasks of a subcontractor's workers.