Job Detail Actions

There may be the occasion when the User needs the Resource to come back to a job a particular reason,, this may be if the work completed has not resolved the fault, or if the fault has returned after a short period of time. This can be done using the... Read More

Resources will require the ability to start their jobs from the Portal, if the machine has had its location set. This can be done using the "Start Job" action.     1. On the Job Detail screen, select the "Start Job" button to display the Start Job... Read More

If a Site User has made a mistake on their order and needs to amend the items, they can update the order to ensure it is correct. This can be done using the "Edit Purchase Items" button.     1. On the Job Detail screen, select the "Edit Purchase... Read More

In some cases, a Resource may have been requested to provide a Quote for a job but has not responded, causing the Client to want an update about it. This can be done by using one of two actions: Chase Quote Request (Email) and Chase Quote Request ... Read More

Whilst performing a job, the User may be required to set the estimated value of the job due to give the Client an idea of how much the work is likely to cost. This can be done using the "Set Estimate" button.   1. On the Job Detail screen, select... Read More

An engineer may attend a job only to realise that the job cannot be completed in time or is too difficult for one person. Therefore, they would need to create a request for additional engineers and this can be done using the "Request Additional... Read More

Resources or other Users may require the ability to allocate a job to one of their branches or to a specific contractor. This can be done using the "Allocate Resource" button.     1. On the Job Detail screen, select the "Allocate Resource" button... Read More

Sometimes, the details of a job may be incorrect and they may need amending before they are assigned to a Resource. This can be done using the "Edit Job" button.     1. On the Job Detail screen, select the "Edit Job" button to display the Edit Job... Read More

In some cases, Users may have documents/images that relate to a job in which they need to add to a job so that other Users can access them. This can be done using the "Add/Edit/View Documents" button.     1. On the Job Detail screen, select the ... Read More

Sometimes it may be possible for a Resource to complete a job whilst not on site. Therefore, they will need a means to stop the job remotely. This can be done using the "Remote Fix" button.     1. On the Job Detail screen, select the "Remote Fix"... Read More