How to Manage and Edit a Job
In this article:
Overview of Jobs Tab
From the User Menu Panel on the left, click on Jobs to view a list of all your jobs:
- Use the search bars and/or the multi-select filters on the left to refine your job search.
- Click into the job you're wanting to manage, and you will be redirected to the Job Dashboard.
Job Dashboard
The Dashboard gives you an overview of the job number, job status, job type(s), contact name, and site address:
- Click on the job status at any time to change it.
- Click Update to change the job number and any other key details such as the contact, job type(s), site address, etc.
- Use the 3-dot menu options to add job members or additional contacts, or to delete the job.
- Click New to create a form, invoice, job item, job alert, purchase order or work order.
Further down the Dashboard, you will see the job progress bar, Pending Tasks, Notes, and recent Activity:
Read More: Job Settings: Details, Statuses, Members, and Types
Job Info
The Info tab gives you a complete overview of the job contacts, members, workflow, and any custom job details you may have entered. You can edit this information at any time by clicking Update.
Read More:
Job Tasks
The Tasks tab shows you all the tasks contained in the job workflow. Click on an individual task to view all its details, edit it, or mark it as complete. Click Add new task to add tasks to any step in the workflow.
When you click on an individual task, a pop-up will appear containing the task details (see below). From here you can do any of the following:
- Start recording time against the task.
- Set the progress bar to a specific percentage.
- Mark the task as Complete.
- Mark the task as N/A.
- Browse any related files.
- Update the task details.
- Set a start date for the task.
- Set a target date for the task.
- Set a labour centre for the task.
- Assign members to the task.
- Delete the task if it is not required.
Job Resources
The Resources tab allows you to view all the different notifications and documents (such as quotes, invoices, purchase orders, etc.) that are linked to the job.
- Alerts - Click to view alerts linked to this job.
- Files - View, upload or remove files related to this job.
- Forms - View, add, and manage forms related to this job.
- Invoices - View all invoices related to this job.
- Items (also known as specifications) - View or create new items for the job.
- Labour - View, amend, or allocate hours to staff members for operations required for this job.
- Materials - View and add materials required for your job, add stock from your inventory, or generate a purchase order from your catalogue items. View and generate your picklist.
- Purchase Orders - View all purchase orders related to this job. (Note: Purchase orders must be either approved or submitted before they will appear here.)
- Quotes - View all quotes (including revisions) related to this job.
- Services - View and create services required for this job. These can be external services, e.g. furniture removal. Create a service on the spot, or choose from services listed in your catalogue.
- Work Orders - View and create work orders for this job.
Job Emails
The Emails tab allows you to send and receive emails related to your job. These might be internal emails between staff members, emails to external service providers, or emails sent directly to your client.
The Emails tab ensures that all correspondence relating to the job is kept in one place. This means that designated staff can view the correspondence at any time, and the chain of communication is upheld even when key staff are on leave or reassigned elsewhere.
