Job Detail Actions

Resources may sometimes see a job that their Head Office or other Resources have assigned to them and they may wish to take that job as it fits their job role. This can be done using the "Take" button.     1. On the Job Detail screen, select the ... Read More

The Supplier will need to let the Site know when their items have been dispatched. This can be done using the "Purchase Items Dispatched" button.     1. On the Job Detail screen, select the "Purchase Items Dispatched" button to display the... Read More

When a Quote job is raised, Resources will need a way to provide quote details for any jobs that the Client has requested they provide a quote for. This can be done using the "Provide Quote Details" button. Head Office Users will not only be able to... Read More

If a User has the delivery dates for a Purchase Order already, they can then update the order with these dates. This can be done using the "Delivery Dates Provided" button.     1. On the Job Detail screen, select the "Delivery Dates Provided"... Read More

Resources may be required to provide an estimate of when they will arrive to perform the job they have been assigned. This can be done using the "Provide ETA" button.     1. On the Job Detail screen, select the "Provide ETA" button to display the... Read More

Whilst accessing a Purchase Order, there maybe a case where a decision has been about the delivery charge for the order so the Supplier will need to update it. This can be done using the "Edit Delivery Charge" button.       1. On the Job Detail... 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

Resources that have the ability to allocate jobs may also wish to take some. Rather than needing two buttons for each action, Users who have the permissions to perform both actions will be presented with the "Allocate Resource/Take" button.     1.... Read More

In some cases when a Quote Request is received, the Quote value may be deemed to be too expensive or there might be some inconsistent details. In these instances, the User can request that the Resource reviews the Quote and amends it using the ... Read More

When a Quote job is raised, the User has the ability to add and amend the Quote Requests on this Quote job. This can be done using the "Add or Amend Quotes" button.     1. On the Job Detail screen, select the "Add or Amend Quotes" button to... Read More