Importing jobs into Fieldmotion

Importing jobs into Fieldmotion

You can create jobs in Fieldmotion by importing your existing information. You will have to populate this information in the correct cells of the attached import template spreadsheet. The key cells are ;

Date and time of job
The date and time that you want a colleague to visit the client to do the job. This must be in the format YYYY/MM/DD HH:MM

Due date
You may wish to allocate a date by which the job has to be completed by - this is called the due date - please see format required on the attached spreadsheet.

Customer name
This must to be an exact match to the customers name in fieldmotion - right down to spelling and capitalization. 

Form Name
The name of the form you wish to assign to a specific job. This must be an exact name match to the name of the form as it appears in the form section of Fieldmotion.

Fieldmotion user
The name of the colleague going to be allocated this job. Again this must be an exact match of the users name as it appears in the user section of Fieldmotion.

Job Reference number
Fieldmotion will not automatically assign a job reference number to imported jobs - therefore you are required to assign a job reference number to each job you wish to import.

Job notes
You may wish to assign notes for each job to aid your colleague - please record this information in the job notes cell.


With the above information populated on the attached spreadsheet , you will then be in the position to import the information into Fieldmotion to create jobs

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