Job Detail Actions

Should a Resource pause a Work Order expecting to reattend to complete, but the initial visit actually results in closure of the issue/service, then the ability to complete a job without a second visit is possible by using the "Complete Paused Job -... 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

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

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

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

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

Select Quote   Once a Resource has provided a Quote Request, the Client then needs to select the correct Quote for the job. This is done using the "Select Quote" button.   1. On the Job Detail screen, select the "Select Quote" button to display the... Read More

If a job has been assigned to a User, the User may wish to accept the job. This can be done with the "Accept Job" action.     1. On the Job Detail screen, select the "Accept Job" button to display the Accept Job pop up.       2. Enter the... Read More