FAQs

How do I create a new Job?
There are many ways to create a new job in the App or Web Portal (with user permission) In the App select NEW in the top right hand corner or by selecting ...
Thu, 6 Jul, 2023 at 11:35 AM
How do I complete a Job?
You can complete a Job in the App and the Web Portal. To Complete the Job in the Web Portal, Jobs > Scheduler > Click on the Job that you would like ...
Wed, 19 Apr, 2023 at 2:31 PM
How do I edit a Job?
Depending on the User's permission, a Job can be edited either through the Web Portal or the App. Web Portal, Jobs > View Jobs > Edit > mak...
Thu, 11 Jan, 2024 at 11:29 AM
How do I delete a Job?
A job can be deleted in the Web Portal and in the App. To delete the job, Web Portal > Jobs > View Jobs > select the job/s that you wish to del...
Thu, 11 Jan, 2024 at 11:29 AM
Can Job Details auto populate fields in forms?
It is possible to include job fields in your form and fill them out. The CRM's contact and location components will connect automatically. Additionally,...
Fri, 20 Oct, 2023 at 10:24 AM
What are Queued Jobs?
When a job is queued, it becomes visible on the devices of all members belonging to the relevant User Groups (provided they have selected the filter to v...
Wed, 19 Apr, 2023 at 4:06 PM
How do I send a Job to Queue?
To Queue a Job go into your Web Portal > Jobs > New Job >  and in the Assign To field > select Queue, then choose the user group/s that are able...
Thu, 20 Apr, 2023 at 9:17 AM
What is Job Value?
Job value is a field in the job creation page that enables a value to be assigned against the job. This may or may not be equivalent to the job invoice valu...
Mon, 18 Jul, 2022 at 10:51 AM
How do I dispatch a Job to an App User?
To assign/dispatch a Job to an App user using the Web Portal is the same as assigning a Job when you are creating it, go into your Web Portal > Jobs >...
Thu, 20 Apr, 2023 at 9:33 AM
What does the App User see when they receive a Job?
The Administrator has the ability to customise the permissions for each User, based on what they would like them to have access to. The Web Portal's...
Thu, 20 Apr, 2023 at 11:12 AM