Job Detail Actions

In certain cases, the Resource or the Client may require the ability to reschedule the attendance of the job. This could be down to the job increasing in urgency or the Resource being held up at another job. If the job needs to be rescheduled then... Read More

If the User decides they no longer need the items on this order, they can cancel it and specify it is no longer required. This can be done using the "Order Not Required" button.     1. On the Job Detail screen, select the "Order Not Required"... Read More

In some cases, the user creating the Quote may not have the permissions to send the Quote Requests out to the Resources as this may be handled by others. For these users there is the "Confirm Specification/Send Quote Requests" action.     1. On... Read More

In some cases, when the Client asks for a Quote Request from a Resource, the Resource may not be able to provide quote details whether it be because they don't perform the specified type of work or something else. In these cases, the Resource... Read More

Users on the Portal may need the ability to assign jobs to Resources. This can be done by using one of two actions: Assign By Email and Assign By Phone. The following explains how to Assign By Phone:     1. On the Job Detail screen, select the ... Read More

Some Work Orders may have been linked to a Work Order incorrectly and need to be removed. If this is the case, this is done using the "Remove Linked Work Order" button   1. On the Job Detail screen, select the "Remove Linked Work Order" button to... Read More