Create a manual job for a client

Start a manual job

There are two places to start.

From your jobs

Open Jobs, then Servicing, and select Create manual job at the top of the list.

From a port call

Open the port call the work belongs to and select Start manual job. This is the quicker route when you are already working on that visit.

Client

Select Client name and search your clients, or type a name to add a new one.

• A saved client. Matches appear under Your clients as you type. Select one and their details come with them.
• A new client. Type the full name, then select it under Not in your clients, where it is marked New. Then fill in the rest:
• • Type is required, for example ship agent, vessel owner or charterer.
  • Email, Phone and Address are optional.

The new client is saved to your Clients list when the job is created, ready to reuse next time. Add the email now if the client should receive updates, because without it they cannot be sent anything.

If you have no saved clients yet, the field asks you to type a client name to add your first one.

Vessel Details

Turn on Include vessel details if the job is for a specific vessel. Leave it off for shore-side work such as supplies or paperwork.

With it on, search Vessel name:

• A vessel from your fleet fills in its IMO number from the record.
• A vessel that is not in your fleet can be typed in. Add its Vessel Type, and open Additional Vessel Information for the IMO number, flag, dimensions and tonnages if you have them.

Active Visits

If the vessel already has an active port call, PortzApp lists it under Active Visits for that vessel. Select the visit the job belongs to, and a Selected Port Call card confirms the link. The port, dates and remarks come from that port call.

If none of them is right, choose Plan a new visit instead.

Job Location

Without a vessel, this section is Job Location. With a vessel and a new visit, it is Plan a New Visit. The fields are the same:

• Country and Port are required.
• ETA and ETD are optional, in the port's local time.
• Operational Remarks, or Port Call Remarks when there is a vessel, are optional context for the work.

Planning a new visit with a vessel creates a port call for it, so the job shows up on that visit alongside any other work.

Currency, notifications and notes

The last part of the form sets how the job is billed and who hears about it.

Job Currency

The currency the job's disbursement account and documents will use. A job from a quote takes the quote's currency, but a manual job has none, so you set it here.

Notifications

Both email options are off unless you tick them:

• Email updates to my team notifies your own colleagues about job updates.
• Email updates to the client notifies the client. Client Email shows the address on their record. If it says No email on the selected client, add one to the client first.

Documents such as a PDA or invoice are separate. They reach the client only when you email them from the job.

Notes

Optional, for anything your team should know about the job.

Edit a manual job

Open the job, then the menu at the top right, and choose Edit Job. You can update the client details, vessel, location, notifications and notes. The currency is shown but cannot be changed.

From there the job runs like any other you service: build the disbursement account, issue documents, and mark it Completed when the work is done. See Manage a job from start to finish.