Work a Job

Overview

You will work a job according to your company’s process and required procedures. This basic workflow of a job will highlight the features available and the suggested procedure for working a job. Since all information is stored in the cloud, sync the mobile device to display your latest accessible information. The office will be updated of your status and attachments real time as you work the job.

To be able to work a job on your iOS mobile device download the free mobile application from the Apple App Store and log on to the application.

Job Navigation

When you open a job, you will see the Time Slot and Job Summary which splits the job into separate cells:

TIME SLOT SUMMARY: States the total time slots for job and lists date, time and estimated duration for this job time slot.

JOB SUMMARY

Details: The Details section included the current job state (i.e., Scheduled, Paused, and Completed), scheduled date and time, job description, custom fields, and the pre/post work signature.

Customer: See the customer name, phone number, email address, and address.

  • Use the teal map pin icon to get directions to the location.
  • The HISTORY button will allow you to see the past jobs for this location.
  • The EDIT button will enable you to update the address or capture the latitude/longitude.

Asset: This section gives the detail of the machinery/equipment that you will be servicing. View the location, history, description, guidelines, and notes associated with this asset. You can also review or add any attachments as needed.

Tasks: This area lists the services that need to be performed to complete the job. Use this section to add notes, items (parts), and pictures to your job.

Crew: This will show any additional crew members. You can also update job status from this section.

Times. All the timestamps for the job will be displayed here. Add chargeable hours in this section.

Total Cost, Price, and Profit: Use these sections to update the monetary values of the job.

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