How do I manually create job drafts?

Job Drafts

The Drafts feature in your Fleet Web account will allow you to create job drafts before finalizing it for your Pending Jobs page.

Drafts: Filters

To View the Filters in the Drafts section:

1.      Click the Drafts icon on your sidebar.

2.      There are different action buttons in the Job Drafts section:

            a. Create New Draft – select this to add a new draft for your job post.

            b. Import – select this if you would want to import a job post as draft.

            c. Filters – you can filter your draft posts through the Search Bar, Column filter, and Date filter.

For more information, you can view our Drafts: Filters video manual here, or play the video below:

Creating a New Draft

To Create a New Draft:

1.      Click Create New Draft.

2.      Choose the job type (Regular or Advance; know more about job types here).

3.     Enter required details which are labeled in red. You could also add optional details in the Customer, Job, and Location Details. You could also add custom Tags.

Note: If there is/are existing profiles in your Autofill Details section, you can use it to input details easily, or the Use Last Profile button. Know more about the Autofill/Use Last Profile features here.

4.      Click Next Step.

5.      Check your pinned address in the Locate Address section.

Note: The pinned address could also be adjusted by clicking your preferred address/location on the map. By doing this, your previously pinned location will also change.

6.      Click Next Step.

7.      Enter pricing details in the Cash On Delivery Details section.

Note: If the delivery is COD, click the Cash On Delivery option and enter the COD amount.

8.      Click Next Step.

9.      Check the Summary in the Confirm Draft section.

10.      Click Save Draft.

Note: The Job Draft will now be visible on the Job Drafts page, with an “Open” status.

For more information, you can view our Create New Draft video manual here, or play the video below:

Finalizing a Draft Post

To Finalize the Draft Post:

1.      Click the job draft to be Finalized.

2.      Click Finalize.

3.      Check the following job details again (Customer Information, Locate Address, Cash On Delivery Details).

4.      In the final step (Cash On Delivery Details section), click Update and Finalize Draft.

5.      Click Confirm.

Note: The job draft will now be transferred to the Pending Jobs page.

For more information, you can view our Finalize Job Draft video manual here or play the video below:

Discarding a Job Draft

To Discard the Job Draft:

1.      Select the job draft.

2.      Click Discard.

3.      Click Yes.

For more information, you can view our Discard Drafts video manual here or play the video below:

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