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The new jobs screen is the new home for all of your Job details. We have been working closely with our customers to upgrade this screen to improve your visibility and efficiency when managing jobs. This article will cover off everything you need to know about the new screen and how your team can benefit from it, including the following:

The new jobs screen includes tonnes of improvements such as multiple attachments to notes, drag and drop, multiple file upload, a new document repository and more!

Jobs Screen Beta will be turned on for all users on your account.

Please keep in mind this is a beta version which we are actively improving based on the feedback we will receive from our beta testers. A button will be available onscreen to share your feedback with our team, so please use it as much as you need.

Our new jobs screen packs a punch with the following key enhancements

The new overview panel sits on the left side of all your jobs. It can be expanded and contracted via the blue arrow button so you choose when you have it open.

In this panel you can view all the main information about the job including the reference number, order number, title, priority, address and description. As well as your contacts on the job and bookings. Below we'll give you some tips and tricks on each of these areas.

Editing Job Details

To edit the details of a job including job reference, order number, title, description, address and priority simply click on the "edit job" button located just the right of the job status. This will bring up a modal that will let you change all the details.

Context menu (3 dots)

The context menu is located next to the edit job button. From this button you can do the following:

Contact and Billing Contacts

In this section you can see the main contact for the job and if the job has a billing contact it will also be shown here. The billing contact is indicated by the $ icon.

By clicking on either contact, you can open the contact to see additional information including phone number, mobile number and email.

Top tip: You can click on either of the phone numbers to start a phone call (if your device allows) and by clicking on the email you can start an email from your native email program.

To edit contacts on the job, simply click on the edit contacts button. This will bring up a modal where you can choose a new main contact and/or a new billing contact for the job. Simply start typing the name of the contact and a list of your contacts will appear for you to choose from. From there all the details for the customer will auto-populate into the job, including the address.

Bookings

Here you can view, edit, delete and add new bookings to a job similarly to legacy geoop. You can click on a booking to expand it and see further details such as the booking label and description.

The Notes tab has had some upgrades. We have split out what used to be notes into 4 separate areas:

We now encourage you to utilise the documents area for general file uploads to the job. This doesn't mean you can't also add relevant attachments per note. Some important things to know:

Documents will now house all of your important documents for the job. This includes all file types such as PDF, images, forms and more. If your PDF, image etc. is relevant for the whole job and not just one note, we recommend adding them directly through the documents area.

Uploading Documents
To upload a new document click on the '+ Add Documents' button. Then select the 'New Upload' option at the top. From here you can either drag and drop your files to upload them or click and select them from your drive.

Note: You can upload more than 1 file at a time by dragging multiple files into the modal, or by selecting multiple files during the upload.

Generating Documents

To Generate a document from your templates, head to the documents tab and click on '+ Add Documents'. From here make sure you are in the "Generate" area of the modal. From here you can generate as many documents as you like.

Important: If generating a quote or invoice from your templates, these will then be stored under the Quotes and Invoices tab respectively automatically.

All of your forms are still stored in the forms tab. We haven't made any changes to functionality here, so you can still click on a form to view, add new forms to the job and search your existing forms. Once you are ready, as normal you can download the form and it will appear within the Documents tab for later use.

Quotes tab will now house all of the Quotes that you generate or add to the job. Documents that will display under the Quotes tab follow these rules:

Note: these Quote documents can still be emailed to the customer in the same way as any other document.

Invoices tab will now house all of the Invoices that you generate or add to the job. Documents that will display under the Invoices tab follow these rules:

Note: these invoice documents can still be emailed to the customer in the same way as any other document.

Viewing a log of all the messages you've sent on the job is exactly the same as it used to be but with an updated interface. We have also made some exciting changes to the "Add message" modal.

Sending Emails vs. SMS

Previously you would have selected between send email, send sms and send both. Instead we now have 1 button to '+ Add Message' and the choice within that modal to elect how you want to send it. Simply check or uncheck the options for Email and SMS.

Attaching Files

To attach files to the message, simply click on the paper clip button. You will then see a list of all your documents on the job and be able to attach them as normal.

Activity logs are now in an easy to read format. We haven't made any changes to the functionality here. You can use the column headers to sort the logs by any of the columns as required.