🧾 How to Post a New Order

Need to schedule a job through Armada? Here’s how to post a new order step-by-step.

1️⃣ Project Information

1. Click the Post a Job button (bottom-left of your screen).

   Choose to:

   • Start from Scratch – build a new order, or
   • Use a Previous Order – copy an existing one as a template.
2. Enter a Job Title.
3. Select the Customer (or create a new one).
4. (Optional) Add a Collaborator.
5. Choose a Project from the dropdown or create a new one.
6. Toggle ON if you require a Check-in Photo.
7. (Optional) Enter an email for anyone (outside the Account Team or Customer) who should receive check-in photos.
8. (Optional) Save the order as an Estimate.
9. Click Next Step.

2️⃣ Location

1. Enter the job location — full address or just city + state.

   ✅ All eligible workers will see their distance to the job. Only confirmed workers will see the full address.

2. Set a Job Radius (default is 60 miles — adjust as needed).
3. Enable National Job Posting if you want to alert all eligible workers nationwide, ignoring radius.
4. (Optional) Toggle ON On-site Contact to include someone workers can reach.
5. (Optional) Add Specific Arrival Instructions (only visible to confirmed workers).
6. Click Next Step.

3️⃣ Schedule Builder

1. Click + Add Staff Type.

   Choose to:

   • Use a template from a previous job, or
   • Build from scratch.
2. Select the Staff Type you need.
3. (Optional) Add an Internal Worker Name (for use in reports, decks, calendars).
4. (Optional) Enter an email address for the person who will rate staff.
5. Set the Pay Type (hourly, daily, or weekly).
6. (Optional) Set a minimum worker rating to filter who can see the job.

7. Add Job Details and Requirements.

   (Optional) Add:

   • Additional Notes (only visible to confirmed workers),
   • Uniform Requirements,
   • Tags or Filters to narrow your candidate pool,
   • Save as a Job Template for future use.
8. Click Next Step.

4️⃣ Shift Details

1. (Optional) Turn on Set Weekly Schedule to make the job repeat:

   • Daily, Weekdays, Weekends, or Custom.

     Enter:

   • Job Date
   • Start & End Times
   • Number of Positions
   • Billed Rate (what the client is charged)
   • Staff Pay (what the worker earns)
2. (Optional) Toggle ON for Unpaid Breaks (leave OFF for paid).
3. (Optional) Add another shift or day.
4. (Optional) If this job lasts multiple weeks, toggle ON and enter the Last Day.
5. Click Confirm.
6. (Optional) Add additional staff types if needed.
7. Click Next Step.

5️⃣ Summary & Posting

1. Review the full order summary.

2. Make any edits as needed.

   Choose how to finish:

   • Save (draft for later)
   • Post without notifying staff
   • Yes, send it (alerts go out to eligible workers)

✅ Tip

Using past orders as templates can save time—especially for repeat clients or roles.