Jobs

Learn how to create and manage jobs in Workever.

Damien Knight avatar R Dan S avatar
18 articles in this collection
Written by Damien Knight, Roland, and Dan S

Adding a new job

How to add a new job, attach a customer using a job template or as an ad hoc job.
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Written by Damien Knight
Updated over a week ago

Viewing site history

How to view site history on jobs
Dan S avatar
Written by Dan S
Updated over a week ago

Importing jobs via Excel

How to batch import jobs using the automatic upload .xls template
Dan S avatar
Written by Dan S
Updated over a week ago

Assigning and Scheduling a Job

How to assign an active job to a field worker and schedule the work.
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Written by Damien Knight
Updated over a week ago

How to open job sheets and job reports on Google Chrome

How to allow Chrome to open PDF files.
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Written by Dan S
Updated over a week ago

All day job bookings

Booking in jobs for the whole day
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Written by Damien Knight
Updated over a week ago

Adding revisits

How to add revisits to already scheduled jobs.
Dan S avatar
Written by Dan S
Updated over a week ago

How to Create a Project Job

Using Project Jobs to create individual sub jobs to an overall project.
R
Written by Roland
Updated over a week ago

Creating a Job Sheet or Job Report

How to create a job sheet prior to work commencing and a job completion report.
Damien Knight avatar
Written by Damien Knight
Updated over a week ago

Converting jobs to quotes

Save time on data duplication and convert a job to a quote
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Written by Dan S
Updated over a week ago

Filtering Jobs

Using filters to change the display of jobs and how to export jobs for
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Written by Damien Knight
Updated over a week ago

Batch download files

How to download multiple files through the Files and Note section.
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Written by Dan S
Updated over a week ago

Exporting Jobs

How to export a customised .xls report of jobs.
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Written by Damien Knight
Updated over a week ago

Profit & Loss overview

An overview of what you can do with the Workforce profit and loss module.
Dan S avatar
Written by Dan S
Updated over a week ago