JOB MANAGEMENT: Jobs & Scheduling

Job Scheduling, Job Status, Job Reports, Editing Jobs & More

15 articles in this collection
Written by Jeff

Scheduling & Job Creation

Create a New Job on The Web Dashboard

How to Create and Assign a Job to a Team Member

Written by Jeff
Updated over a week ago

Drag / Drop Scheduler & Dispatch

Schedule Jobs to your Field Team Members

Written by Jeff
Updated over a week ago

Teams: Scheduling A Support Team To A Job

Schedule Multiple Team Members to a Single Job

Written by Jeff
Updated over a week ago

Create a Job for PPM Servicing of Client Assets

How to Schedule a Job for Client Assets that are due Planned Servicing.

Written by Jeff
Updated over a week ago

Create a Job for Reactive Maintenance on Client Assets

How to Schedule a Job for Reactive Maintenance on Client Assets.

Written by Jeff
Updated over a week ago

Job Status Meaning

Unassigned Jobs

Jobs That are Not Assigned to a Team Member

Written by Jeff
Updated over a week ago

Assigned Jobs

Jobs that are Assigned to a Mobile Team Member

Written by Jeff
Updated over a week ago

In Progress Jobs

Jobs that have been Synced to the Assigned Team Member's Mobile App and are In Progress

Written by Jeff
Updated over a week ago

Pending Jobs

Jobs that have been synced from the assigned team member's mobile app back to the web dashboard and are in pending status for review

Written by Jeff
Updated over a week ago

Completed Jobs

Jobs that have been approved and marked as complete by a team member on the web dashboard

Written by Jeff
Updated over a week ago

Auto Archiving on Job Status Grids

Job Grids (Assigned, In Progress, Pending & Completed) only displays Last 30 Days

Written by Jeff
Updated over a week ago

Reassign or Edit A Job

Admin Edit Job Data

Written by Jeff
Updated over a week ago

Client Job Status Dashboard

Job Status

A customisable dashboard for showing the status of Jobs for an individual client and associated client locations.

Written by Jeff
Updated over a week ago

External Calendar

Team Members: Add Jobs to a Google Calendar, Outlook Calendar, etc

Allow Your Team Members to See Their Jobs In Their Own Calendar External To Klipboard

Written by Jeff
Updated over a week ago

Job Reports

Job Reports

Export Excel Reports for Jobs in Any Job Status

Written by Jeff
Updated over a week ago