FAQs
Adding attachments to a job is a straightforward process. You can easily upload attachments to either a New Job or an existing job through the Web Portal by...
Tue, 9 Jul, 2024 at 12:39 PM
You can stop or deactivate recurring job/s through your Web Portal. To do this, Web Portal > Jobs > Recurring job profiles > select which recur...
Thu, 11 Jan, 2024 at 11:28 AM
To find Unassigned Jobs in your Web Portal > Jobs > View Jobs > Filters > Apply the Filter - Status is not Assigned to show a list of all unass...
Wed, 14 Jun, 2023 at 4:10 PM
Taking notes for the Job can be made during the Job creation process and during the job process through the job itself. This can include any additional info...
Fri, 28 Jun, 2024 at 1:57 PM
To create a job through a form you can do this by creating a Form or a Web Form which could then be used on your website. This can be a great way for your c...
Thu, 11 May, 2023 at 3:21 PM
When using the App a field agent can log when they are on route to a job, by selecting the On Route option in the Job, and then they can also log when they ...
Wed, 10 Jul, 2024 at 11:40 AM
In the Web Portal, go to CRM > Reports > Jobs. You can download a CSV file to have a report on all your jobs and the dates they were completed. Other ...
Thu, 30 May, 2024 at 1:56 PM
If you are needing to move a job you can Assign the job to Queue. This will un-assign the job to anyone it was assigned to and wont be visible in the Schedu...
Wed, 17 Apr, 2024 at 11:06 AM
When creating a Job, you are only able to attach one of the same form. However, you are able to add multiple forms providing they are different form templat...
Mon, 24 Jul, 2023 at 3:13 PM
A job that has been started can be reassigned to another field agent. The job will need to be dispatched again for it to go to the new field agent. In y...
Wed, 16 Aug, 2023 at 8:05 AM