FAQs

What Information can I see when viewing the Jobs list?
All information that you see in the Jobs list can be customised with the use of Smart Tables. This allows flexibility when looking for information by managi...
Fri, 5 May, 2023 at 1:47 PM
How do I upload attachments to a job?
Adding attachments to a job is a straightforward process. You can easily upload attachments to either a New Job or an existing job by accessing your Web Por...
Thu, 6 Jul, 2023 at 11:33 AM
How do I stop recurring Jobs?
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
How do I find all Unassigned Jobs?
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
How do I add notes to show for a specific Job?
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...
Wed, 14 Jun, 2023 at 4:09 PM
How do I change the order of the Users in Jobs?
To change the order, you can change the Primary Assignee in the Assign To field. You can remove the additional assignee and then add the Users in the order...
Mon, 8 May, 2023 at 1:51 PM
How do I create a job through a Form?
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
Can I track when someone starts and finishes a job?
Yes, when using the App a field agent can log when they are on route to a job, when they have arrived at a property, when they start the job and when it has...
Thu, 11 May, 2023 at 3:25 PM
How can I see a report of all my jobs and dates they were completed?
On the Web Portal > Reports > Jobs you can download a CSV file to have a report on all your jobs and the dates they were completed. Other filters are ...
Thu, 6 Jul, 2023 at 1:01 PM
I have a job booked that needs to be moved but I don't know when. What do I do?
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...
Tue, 20 Jun, 2023 at 2:41 PM