Jobs
305 articles
Customer record
Add an invoice address
Invoice settings
Send statement
Customer communications timeline
Consolidated Invoicing
Property history
Work address record
Attaching files
Merge customers
Merge/transfer work addresses
Service reminder widget
Service reminders (Overview)
Scheduling service jobs
Managing active Service reminders
Adding Service reminders to customers
Service reminder report
Manage Customers & Work Addresses
Job number
Job description templates
Job report email template
Enable recalls
After sales care email and SMS template
Abort reasons
Free of charge reasons
Job report PDF layout
Job arrive workflow templates
Job report workflow templates
On hold reasons
Job arrive signature setting
Job report signature setting
Job arrive question template
Job report template
Collect card details at job creation
Job Pipelines
Job views
Job Stages
Jobs (Overview)
Notes & communications timeline
Deleting a job
Terminate a job
Abort a job
Mark a job as 'Free of charge'
Place a job on hold
Add additional works
Sending a job report
Add a reminder to a job
Link a job as a recall to another job
Adding a job
Create a recall job
Incomplete parts on completed/closed jobs or estimates
Suggested appointments
Adding labour costs
Rearrange a job
Editing an existing job
Create a purchase order for a job
Job status widget
Viewing job details
Schedule an appointment for a job
Book a diary event for a job
Job Workflows (Overview)
Adding parts to a job
The 'Job booking portal' tag
Job dashboard
Uncomplete a job
Office tasks
Job Costs Tab
Diary/Schedule settings
Service windows
Shifts
Engineer survey email template
Customer estimate confirmation template
Work address estimate confirmation template
Estimate address reminder template
Estimate no access email template
Customer job confirmation template
Work address job confirmation template
Job Address Reminder Template
Work address job access template
Engineer job sheet email template
Job no access email template
Public holiday templates
Job on our way SMS
Estimate on our way SMS
Engineer job sheet SMS
Route optimisation settings
Surveyor estimate SMS
Appointment statuses and icons
Diary views
Recurring events
Special events
Diary navigation
Add and remove users from the diary
Filter the diary by user group
Diary event statuses and icons
Book a diary event - Assigning job workflow templates
The diary side panel
Moving diary events
Editing an event in the diary
Cancelling an event in the diary
Sending confirmations and reminders for events
Viewing engineer feedback
Landscape diary view
Booking multiple engineers into one job
Intelligent scheduling
Why are notes for an engineer not showing on the diary?
Why are diary events being cancelled?
Diary (Overview)
What is the difference between cancelling and deleting an event?
Diary
Invoice terms and conditions
Card payment SCA challenge email template
Attach invoices to statement
Types of invoices
Deferred payment message
Payment email template
Payment Charges
Statement email template
Invoice number
Invoice note
Payment on completion message
Invoice line item categories
Cheques Made Payable
Bank details
Invoice email and SMS templates