What is Jobs Pool?
The Jobs Pool is an optional add-on module that lets your team create Jobs without immediately assigning them to a Specialist. Instead, available Specialists for the day can view, select, and claim open Jobs from the pool in their App.
This new workflow eliminates the need to assign Jobs days or weeks in advance, giving your team more flexibility and control.
Note: Jobs Pool is an optional add-on. Please contact Quickride Support if you do not see this feature.
Key Benefits
Reduce advance planning: Teams no longer have to manage and assign appointments early.
Flexible scheduling: Make decisions based on which Specialists are present each day.
Empowered teams: Specialists choose Jobs they are best equipped to complete.
How to Create Jobs for the Jobs Pool
In your Command Center, select Create Job as normal.
On the job form, leave the "Assign To" field as "Unassigned".
Complete all other required job information fields (Customer Name, Phone #, Job Details, Job Date, Time, Location, Reference #, Warranty status, etc.).
Click "Create Job" to create the appointment.
How Specialist Claim Jobs
Specialists log into the Quickride Specialist App as usual.
On the dashboard, tap the Jobs Pool tab to view all unassigned Jobs for the day.
Browse the list and tap Claim on a desired Job.
The Job is now assigned to them; it will appear in their active Jobs list.
TIPS FOR SUCCESS
Encourage your team to review the Jobs Pool early in their shift for optimal selection.
Administrators can monitor unclaimed jobs and assign them as needed if any remain late in the day.
Customize job details to provide relevant information for quick decision-making by Specialists.