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Job actions

17 articles
How to add a new jobLearn how to create a new job, capture essential site and contact details, and schedule the appointment directly into the diary.
Incomplete parts on completed/closed jobs or estimatesQuickly manage incomplete parts on completed or closed jobs by allowing bulk cancellation or installation based on their status
Suggested appointmentsLet Commusoft recommend the best engineer, time, and day—based on skills, shifts, and location.
Job status widget
Uncomplete a jobLearn how to uncomplete a job to make changes before finalising, whether invoiced or not.
Adding records and updating job statusesLearn how to log communications, update job statuses, and use quick shortcuts from the Add record button on the job timeline.
Using the appointments tabLearn how to book, edit, and delete technician visits, and track on-site task progress.
Sourcing and fulfilling job partsLearn how to request materials, draft purchase orders, and track part installations on a job.
Managing forms on jobsManage industry forms and certificates on the job screen, including how to create, edit, void, and email documentation.
Managing job filesLearn how to upload, view, organize, and download documents and photos on the job record.
Sourcing and fulfilling job parts - With stock controlLearn how to manage the complete parts lifecycle from initial request to final installation.
How to manage job invoices and WIPLearn how to track revenue, manage unbilled costs in WIP, and generate customer invoices.
Understanding forecasted and actual job costsLearn how the Costs tab categorizes planned expenditure versus confirmed job costs
How to add and edit labor and travel costsLearn how to log ad-hoc time, record travel expenses, and manage appointment-linked costs.
Tracking job history with the timelineLearn how to read the timeline, expand event details, and use advanced filters to find specific job updates.
Tracking opportunities on jobsLearn how to use the opportunities dashboard to monitor proposals, track conversion rates, and manage variations.
Using the Admin tabLearn how to create a recall, link a job as a recall to another job, and delete a job from the Admin tab.