Job Detail Actions

Should a Reactive Work Order no longer be required, it is possible to Cancel a Work Order in the Portal. Users who have the permission to perform the Cancel Work Order action will be presented with the "Work Not Required" button.     1. On the Job... 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

Some Work Orders may have had a lot information added to them and some user may require to look through these notes for specific information. This can be done by looking at the history of Notes have occurred on the Work Order. There are two ways to... 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

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

In some cases, certain Work Orders can be related to other Work Orders and they may need to be linked together. This can be done using "Link Work Order" button.     1. On the Job Detail screen, select the "Link Work Order" button. 2.  Upon... 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

When a job is completed, it is possible that there were some Parts missed off during the Stop Job process or were added incorrectly and requires amendment. This can be done using the "Amend Parts/Equipment/Materials" button.     1. On the 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

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