Jobs

Adding a new job

How to add a new job, attach a customer using a job template or as an ad hoc job.

Written by Damien Knight
Updated over a week ago

Viewing site history

How to view site history on jobs

Written by Dan S
Updated over a week ago

Importing jobs via Excel

How to batch import jobs using the automatic upload .xls template

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.

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.

Written by Dan S
Updated over a week ago

All day job bookings

Booking in jobs for the whole day

Written by Damien Knight
Updated over a week ago

Adding revisits

How to add revisits to already scheduled jobs.

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.

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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.

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

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

Written by Damien Knight
Updated over a week ago

Batch download files

How to download multiple files through the Files and Note section.

Written by Dan S
Updated over a week ago

Exporting Jobs

How to export a customised .xls report of jobs.

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.

Written by Dan S
Updated over a week ago

How to set up a recurring job

Setting up recurring jobs that repeat regularly

Written by Damien Knight
Updated over a week ago

Add documents to all recurring jobs

How to add a document or images to the master and all child recurring jobs

Written by Dan S
Updated over a week ago

How to batch delete a recurring job

How you delete a particular instance of a recurring job or the full recurring job

Written by Dan S
Updated over a week ago

Batch update the status of a recurring job

How to batch update the status of one or multiple instances of your recurring job

Written by Dan S
Updated over a week ago