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JobsThe job page

The job page

Everything about one job: details, bookings, checklists, parts, time, meter readings, notes and history.

When to use

  • You want to see or change anything about a job.
  • You need to move a job on to the next status.
  • You want to print the job card.

Overview

The page heading shows the job number, with badges for the status, the job type, workshop or field, and Overdue if it is overdue. Under it are Job card and Print checklists buttons.

The sections, from the top:

  1. Facts: customer, asset (with Service history), next service due, booked for, allocated staff, work requested, and for field jobs the site, site contact and Site hazards and PPE.
  2. Status buttons.
  3. Details, an editable form.
  4. Bookings.
  5. Checklists.
  6. Parts.
  7. Time on this job.
  8. Meter readings on this job.
  9. Notes.
  10. History.
Screenshot pendingThe job page showing the facts, status buttons and details form
The top of the job page.

Key features

  • Details form (Supervisor, Office, Owner): asset, job type, where the work is, description, site details, customer order number, labour rate, expected hours, Work done and Internal notes. Internal notes never print on the job card.
  • Others see the same details read only. Labour rates show only to people who can edit.
  • Bookings: each booking shows date, start, person and hours, with planned hours against actual hours recorded. Edit or remove a booking, or add one with Add booking.
  • Time on this job: planned, labour, travel and actual hours, then each entry: date, who, time, hours, kind, and vehicle and km for travel.
  • Meter readings: record Meter in when the job comes in. The reading goes on the asset’s history.
  • Notes: anyone who can see the job can add a note. Each shows who and when.
  • History: every change to the job, with who made it and the reason.
  • Xero tracking: Owners and Office see whether the job’s tracking option has been created in Xero, with a Retry button if it failed.

How to: change the status

  1. Use the buttons under the facts. They show only the moves you are allowed to make.
  2. Some moves ask for a reason: Cancel job needs one, Put on hold takes an optional one, and Mark complete takes a note.

See Job statuses.

How to: book someone

  1. Under Bookings, choose a Date and a Person under Add a booking.
  2. Optionally enter a Start time (optional) and Hours (optional).
  3. Select Add booking. For more than one person, add a booking for each.

How to: add or remove a checklist

  1. Under Checklists, choose one under Add checklist and select Add checklist.
  2. To remove one, select Remove beside it.

See Checklists.

How to: record that the work is finished

  1. When the job is In progress, select Work finished.
  2. Enter Meter out, Work done, and optionally the Next service due.
  3. Select Work finished. The job moves to To invoice.

How to: add a note

Type in Add a note and select Add note.

Tips & gotchas

  • Parts are covered on Adding and requesting parts.
  • You cannot delete a job that has time on it. Cancel it instead; the time is kept.
  • A banner lists booking warnings after you create or change a job. They are saved even so.
  • On a shared workshop PC the job page is read only.
Last updated on
Job dashboardCreating a job