Grouping jobs allows you to batch jobs together and split the time between them. This can be time saving when your crews record a start time for one job, then do the 3 properties right next to it without starting and stopping each one.

You can group jobs in the field and also in the office. We will start by going over the steps to group jobs in the office.

For this example we will group Sam Smith, Brian O'Driscoll, and Maggie Thatcher.

First we will select Sam Smith then hit "Add Job to Group"

From this next screen we can check the boxes to select the other two customers we want to add to the group Brian O'Driscoll and Maggie Thatcher. Once they have both been selected hit "Save And Close"

This brings us back to the Record Work screen, but we will notice a few changes.

Brian O'Driscoll and Maggie Thatcher both have been marked as status "G" for group.

All that is left is to record the grouped time for all 3 jobs under Sam Smith, then finalize work done.

Once you're logged into the mobile and the jobs you want to group are in the workbank, navigate to the 'Daily Work' section. Click on the job that you want to be the lead job of the group and then click on the "Group+" icon.

This will open up a display that shows each job that can be grouped with this job from the workbank. Check the box for the jobs you want to be grouped and then click Save.

Once saved, the screen will go back to the main job and the jobs you added to the group will now be stored under this job. If you click on the Group+ icon again, you'll be able to see the jobs that are in the within the group. You'll also be able to Add/Edit the jobs within the group and edit the Employees who are assigned these jobs.

Please note that you can only start/stop and make changes to the group of jobs from the main job of the group.

That's it, that is how you group jobs in CLIPitc from the web app and Mobile app. If you have any questions please visit our Help Center or log into chat at the bottom of the page at CLIPitc.com, we'll be more than happy to answer any questions you may have.