1. Processing jobs

Processing jobs

Changing Statuses:

  1. Click on the block that is showing the Status.
  2. Select the Status you would like to change to.
  3. Click Update Status

Adding Items Worked On:

  1. Click on Add Item.
  2. Select the Inventory Item and Quantity.
  3. Click Add to complete the process.

Assign Technician:

  1. In the first screen you will see the Assign Employees field
  2. You are able to add one or more technicians to the same Job

Adding a Single Tasks:

  1. At the bottom of the Job Details screen, you are able to add a single task by clicking Add Task.
  2. Add a Description for the task.
  3. If you need something to be captured you can give the task an Input Type (For example, Take a Picture)
  4. You are able to give a Due Date for the Task
  5. And You are also able to assign an employee to the Task.
  6. To complete the process click Add to Job.

Add a Task Template:

  1. To add a Task Template to a Job, click on Add Task Template.
  2. Then select the Task Template from the list.
  3. Click Add to Job to complete the process.
  4. To create a Task Template click here.

Adding Running Timers:

  1. In the Job you will go to the Timers tab.
  2. There are two ways one can add a Timer to a Job.
  3. The first way is you can click on Start Timer.
  4. This will add a running Timer that will need to manually be stopped by clicking Stop Timer.

Adding Hours Worked:

  1. In the Timers tab, click on the New Timer button.
  2. There you can add either duration or exact times for work for a specific employee.
  3. You are also able to mark the timer as Billable, Overtime and SLATime.
  4. Click Save to complete the process.

Adding Items Used:

  1. In the Job you will see a tab called Items Used.
  2. Click on Add Item.
  3. Select the Inventory Item and Quantity.
  4. Click Add to complete the process.
  5. Items in Items Used can be added to a Quote if linked to the Job

Adding signatures:

  1. In a Job, Click on the Signatures button.
  2. You can get a Signature of an assigned technician and/or a customer.
  3. Click on the field and then draw the signature.
  4. Click Update to complete the process

Changing Statuses:

  1. Click on the block that is showing the Status.
  2. Select the Status you would like to change to.
  3. Click Save.

 

Assign Technician:

  1. In the first screen you will see the Assign Employees field.
  2. You are able to add one or more technicians to the same Job.

 

Adding Items Used:

  1. In the Job you will see a tab called Items Used.
  2. Click on Add Item.
  3. Select the Inventory Item and Quantity.
  4. Click Add to complete the process.
  5. Items in Items Used can be added to a Quote if linked to the Job

 

Adding Timers to Job Card:

  1. In the Job you will go to the Timers tab.
  2. Click on Start Timer.
  3. This will add a running Timer that will need to manually be stopped by clicking Stop Timer.

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