Create a Job
A new job walks through the door — could be via phone call, email, etc. Time to wrangle it into the system.
👇 Step-by-step: Where do you start?
Schedule Page → This is your command centre.
Add Job (under the mini calendar) = Unscheduled Job (just loitering for now)
Add Job (top of main calendar) = Scheduled Job (ready for action)
Quick Job = For when you're in a hurry or the kettle’s about to boil
Hover on the calendar = Spy on available time slots
👤 Confirm Customer Info Like a Pro
We love our customers, but we also like to keep things tidy:
Is the client already in the system?
Yes → Select them (no need to reinvent the wheel)
No → Ask nicely for:
Business Name
Customer Name & Address
Contact Details
Is the site already in the system?
Yes → Confirm it’s still the same
No → Gather:
Site Address
Access restrictions
Contact details
Safety/Induction info
Think of it like prepping for a camping trip. You want to know where you're going, who’s around, and if there’s a toilet.
📝 Job Details Section
Time to roll up your sleeves and get the job prepped.
Date & Time → Even if it’s just a guess, chuck it in
Unscheduled Checkbox → Tick it if it’s just floating for now
Job Title → Something clear and helpful (not “stuff”)
Workflow → Pick the relevant process like a seasoned operator
Status → Usually “Tentative” for new jobs
Job Type → Helps with sorting and sanity
Safety Docs → Assign what the techs need
Technicians → Optional at this stage (we’re chill)
Job Notes → More is more. Fault codes? Weird customer habits? Chuck it in.
Repeats → Daily, Monthly, or Every Third Tuesday on a Leap Year? You decide.
Then hit SAVE (our fave button 💾).
🧰 Assigning an Asset/Test
Check if the Asset is already in the system
If yes → Confirm the details
If no → Gather:
Asset ID
Client Reference
Make, Model, Serial
Asset location
Add any planned tests, tick “For this Job” to link it all up
💸 Final Things to Confirm with Client
Before you close the call/email/interpretive dance:
Service Rates
Call-out Fees
Agreement Details
Schedule a Job
Now that the job’s ready, let’s make it official. Like asking the job out on a date.
Before moving it to “Scheduled”:
Confirm the site info again (double check the loo situation)
Confirm time with client
Confirm your techs are available and know their stuff
Confirm equipment/vehicle availability if relevant
🚀 Where to Monitor and Schedule:
Schedule Page (Calendar)
Drag and drop unscheduled jobs into free slots
Hover → Update status to “Scheduled”
Jobs Page
Click on the “Unscheduled” tab to see what’s pending
Open job → Assign techs and time
Untick “Unscheduled”
Update status to “Scheduled”
Follow-Up Report
Use filters to find Unscheduled jobs
Open job → Do your thing
Save & update status
Office Review
What if the Job is set to Incomplete by the Technician?
You’ll see it flagged in the calendar or in your reports.
Review why it was left incomplete
Talk to the tech or the client as needed
Create a Return Visit using Ongoing Job
Keep workflow & job type
Add notes, adjust as needed
What if the Job is Completed?
Same thing — track it via calendar or report view.
Review job notes, attachments, previous visits
Determine if invoice is needed
Plan? Return visit billing? Figure it out
Generate Service Report if needed
Add any final notes
Go to Sales Invoice tab → Create invoice
Update details → View PDF
Send invoice + attach Service Report if needed
Sync to accounting software
Update status to “Invoiced”