Before Starting


Ensure your entity has the Infraspeak Network™ activated and that you have connected your entity with your suppliers.


Now

  1. Open the Planned Jobs app and click on Planned Jobs.
  2. You now have two options: 
    1. Either select an existing planned job from the shown list and double-click to expand it. 
    2. Create a new one by clicking Create planned job in the top left corner and filling out the details as usual.
  3. You will see a green Share button once you are in the planned job menuClick here and select your supplier from the dropdown list. 
  4. Add notes to help the supplier — i.e. We need help with our HVAC maintenance. Can you come in once a month?
  5. Click “Share”. 
    1. You will share the following information:
      - locations, interventions (including assets and tasks), work type and description, and the scheduled planned job order date. 
    2. You won't be able to edit shared information or change the planned job order status.
    3. You can stop sharing by re-entering the planned job and clicking “Stop Sharing”.
    4. Clicking share will send an email notification to your supplier with a clickable link for them to use to start work. 

Done! If you have any questions, please contact your Customer Success Manager! They’re here to help.