FAQs
To configure a User's restrictions and permissions on the Web Portal, go to Users > View Users and click on Edit for the User you wish to customise. ...
Thu, 20 Apr, 2023 at 11:23 AM
To use this feature, Web Portal > Jobs > View Jobs. Upon reaching this screen, you will be able to access a comprehensive list of available jobs, and ...
Thu, 11 Jan, 2024 at 11:29 AM
Navigate to your Web Portal > Jobs > Recurring Job Profiles. From there, you can search for the jobs you wish to reschedule the recurring information ...
Thu, 11 Jan, 2024 at 11:28 AM
It is possible to assign a designated group for a job at the time when it is queued. As you create a job, you will have the option to queue it to a spe...
Thu, 20 Apr, 2023 at 3:59 PM
Form Progress is visible on a Job Card it lets you see the Forms attached to a Job and their current status without leaving the job page. Form Progress ...
Thu, 4 Aug, 2022 at 10:41 AM
In the App Job Card. When you click “Start Job” you will see “Web Forms” if a job has a web form attached when it is created. Simply select the butto...
Thu, 4 Aug, 2022 at 11:15 AM
The Sales Person field provides the ability to tag a salesperson to the job being created. A dropdown list of all users is available in order to select th...
Mon, 18 Jul, 2022 at 11:57 AM
The Sales Source is a method of tagging the source or reference of the job sale in the same way you can tag the source of a new contact. The different ...
Mon, 18 Jul, 2022 at 11:58 AM
A job type template can send automation job communication. To see what communication will be sent from a job. Web Portal > Jobs > Edit > Communicat...
Mon, 18 Jul, 2022 at 1:18 PM
There’s no need to fill in all details. The only required fields are Due Date and Time and End Date and Time. You can have a 'job' as annual leave ...
Mon, 18 Jul, 2022 at 2:01 PM