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Job report workflow templates
Job report workflow templates
Updated over a month ago

This setting enables you to create customizable templates with specific questions and information that connect to job descriptions. This helps gather precise information for each job type, offering flexibility in workflows and data collection.

View Setting

➡️ Profile Icon > Settings > Job report workflow templates

Adding an Job report workflow templates

➡️ Click "Add New Job report workflow templates".

  1. Enter Description

  2. Click Save

Configuring Job report workflow templates

➡️ Click "Configure" next to the saved template to start creating the questions.

Mobile experience

  1. Signature on Arrival

    1. Choose one of the options based on your needs.

      • No – No I do not want to setup job arrival signature message

      • Yes – Yes I want to set up a job arrival signature message

    2. Click Save.

  2. Questions

    1. Create Survey Questions: Use drag-and-drop to add the inputs and build out the template.

      • Add New Page: Enter the "Page Type" and "Page Name"

      • Additional Settings: Utilize "Options," "Defaults," or "Dependencies" to input related information.

      • Configuring Workflows/Forms

    2. Click Save.

Do not edit active templates as this could stop data syncing from the mobile app to the web. Clone the template > make your edits >Archive the previous template. We recommend using version control in the naming ie Boiler Service 1.2

Managing Job report workflow templates

Download a Job report workflow templates

➡️Click Download > .zip will be saved to your downloads folder

Clone a Job report workflow templates

➡️ Click Clone > Type "Clone" > Clone

Edit a Job report workflow templates

➡️Click Edit > Amend > Edit

Delete a Job report workflow templates

➡️Click Delete > Type "Delete" > Click Delete

Archive a Job report workflow templates

➡️Click Delete > Type "archive" > Click Archive

If a template has been used on a job you can only archive it. Archiving a template won’t remove it from ongoing appointments

Advanced Options

➡️Click "Choose file, upload Job report workflow templates"

  1. Locate the template on your PC

  2. Click to select

  3. Save

Additional reccomendations

If no workflows are configured for a job description or they fail to sync due to lack of signal the system defaults to the basic signature/question settings we therefore recommend you have these set up as a failsafe.

Job arrive signature message

Job arrive on-site questions

Job leave signature message

Job leave questions

For smoother syncing, we recommend a limit of 10 photo inputs per template.

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