Managing Jobs

How to manage your job details such as files, notes

R Jen avatar Natasha Tyrrell avatar
10 articles in this collection
Written by Richard Walker, Jen, and Natasha Tyrrell

Schedule an ongoing job

Add a job that keeps going over several days
Jen avatar
Written by Jen
Updated over a week ago

Portal web form for adding jobs

Let your customer and franchisees add jobs from your portal form
Jen avatar
Written by Jen
Updated over a week ago

Custom Series and Expiring Maintenance Job Series

Keep track of recurring maintenance work through 'Custom Series' jobs and 'Expiring Maintenance Job Series' report.
R
Written by Richard Walker
Updated over a week ago

FieldInsight Job Booking interface on business websites

The job booking interface allows businesses to embed FieldInsight iFrame object in their own website.
R
Written by Richard Walker
Updated over a week ago

Scheduling jobs - Technician availability

How to check when technician are available and skilled to assign to a job.
Jen avatar
Written by Jen
Updated over a week ago

Job history

Keep track of the what/when/who with the job history log
Jen avatar
Written by Jen
Updated over a week ago

What is the Difference between Message types

Below is a brief explanation for the difference between Instant, Reminder and Triggered message types
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Adding notes on a job

Technician: adding job notes in the field using the Mobile app
Jen avatar
Written by Jen
Updated over a week ago

Attaching files to a job

​Scheduler: How to add an image or file form the scheduler view
Jen avatar
Written by Jen
Updated over a week ago

Manage your SMS charges

How to reduce your SMS charges.
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago