Job Detail Actions

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

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

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

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

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

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 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

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

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

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