Job Detail Actions

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

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

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

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

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

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

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

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

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

After an engineer sends through a request for additional engineers, the Client then has the option to either accept the request or refuse it. This is done by using the "Accept/Refuse Additional Engineers" button.     1. On the Job Detail screen,... Read More