Enable and manage job products

Overview

Skedulo’s inbuilt “Job Products” functionality allows schedulers to track which products are used at a job.

To get up and running with job products, there are three steps to take:

  1. Permissions must be granted to those resources who require access (via a custom permission set on the CRM–specifically created for job products).
  2. The job products custom forms need to be built and deployed using the Skedulo SDK.
  3. The custom forms need to be “published” (via Skedulo’s web app admin settings) to expose them on the Skedulo v2 mobile app.

Enable Job Products

Job Products Permission Set

Admins are required to create a custom permission set–it will be assigned to those standard platform users who need to access the applicable job product objects. They also need to grant “Modify” permissions to the Salesforce “Job Products” object (which is not enabled by default).

An example showing the job products permission set in Salesforce CRM.

Job Products Admin Settings

Exposing custom forms via the Skedulo web app admin settings.

Managing Job Products on the Skedulo v2 mobile app

To add a job product to an allocated job, perform the following:

  • Open a job’s details (tap on a job card in the agenda).
  • Scroll down to the section marked “Forms.”
  • Tap on the “Job Products” button to open the “Job Products” view.
  • Tap the green “plus” button (top right) to open the “Search Products” view.
  • Select one of the job products on the list.
  • The “Add Product” screen opens.
  • Fill in the form and tap “Save.”