Guides › Jobs

Create a job and attach the drawings

Set up a job with everything the crew needs on site: drawings, BYDA plans, SWMS. About three minutes.

1. Open Jobs. Click Jobs in the sidebar; on a phone it's the Jobs tab at the bottom.

   

2. Click New job. The form opens at the top of the list.
3. Give it a title, and pick the client.
   • Title is the only thing required: short and recognisable, like "Smith St drainage".
   • Client defaults to None (internal work). Clients only exist to group jobs; workshop days and yard maintenance don't need one.
   • No client on the list yet? Add them on the Clients page first; Add client takes a Name plus optional Contact person, Phone, Email and Address, and takes seconds.
4. Add the site address and a description, then click Create job. The Site address is where the crew is actually going. On their phone it becomes a tap-to-navigate map link. Dayboard assigns the job number for you, in order.

   

5. Open the job and upload the paperwork. Click the new job on the list, then scroll to Documents and site photos and click Choose files.
   • PDF, images, Word and Excel: the drawings, the BYDA plan, the SWMS, the traffic management plan.
   • You can pick several files at once; each keeps its filename as its title.
   • Uploading one file at a time? Give it a plain-English Title (optional) first: "Site plan" beats "FenwickSt_rev3_FINAL(2).pdf".

   

6. Check what the crew will see. Anyone booked on the job finds these same documents under the job on My schedule, and they open in-app on any phone. No printing, no email attachments, no "I'll send it to you tonight".