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:
Job Info
The Info tab will give 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.
Resources:
Job Tasks
The Tasks tab will show you all the task required for the job workflow. In addition to this, you can also click on each individual task and view it further. If you want to add a new task, simply click + Add new task & enter the details.
Click on the existing task to update or manage it - pictured below. From here you can:
- Set Progress
- Browse Files
- Update the Task Name, Allocated Staff Qty & Time
- Set Start & Target Dates
- Set Labour Centre
- Assign Members
- or Delete the Task if not required.
Job Resources
The 'Resources' tab will allow you to view all files, invoices, items, labour, materials, purchase orders, services and work orders relating to the job.
Alerts - click here to view linked job alerts.
Files - click into files to view, upload or remove files relating to your job.
Invoices - Keep track of any invoices created for your job.
Items - also known as specifications - view or create specs relating to your job.
Labour - view, amend or allocate hours to staff members for tasks.
Materials - view (brought in from quote) or add material items 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 purchase orders relating to this job. Note, PO must be approved or submitted before showing here.
Quotes - view the quote/s and variations just for this job.
Services - view and create services required for this job, these can be external services like furniture removal etc. Create this on the spot or choose from services listed in your catalogue.
Work Orders - view or create a work order for this job, this may be required if your job has multiple components required at different stages.
Job Emails
The 'Emails' tab will allow you to send and receive emails relating to your job. These can be internal emails between staff, to installers/external services or emails directly to your client.
Tip: Keep track of all of your emails in one spot, even when staff leave you'll still be able to access all of the emails for your jobs!