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Jobs
Learn how to create and manage jobs in Workever.
R
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.
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.
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.
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
Recurring jobs
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