Skip to main content

Jobs settings

21 articles
Job number
Set up and manage Job description templates
Compose and manage job report email templateCompose email, send job report, job report email template, email job sheet, send job report automatically
How to enable recallsLearn how to switch recalls on so your team can raise and track follow-up jobs when you return to a property.
After sales care email and SMS template
Abort reasons
Free of charge reasons
Customise the Job Report PDF LayoutJob report
Job arrive workflow templatesLearn how to create, configure, and manage job report workflow templates to standardise data collection and streamline job completion.
Setting up job report workflow templatesLearn how to configure job report workflow templates to standardise data collection and processes for engineers leaving a site.
Set up and manage On hold reasonsOn hold reasons, On-hold reasons, Onhold reasons, On hole descriptions, Pause job reason
Job arrive signature setting
Job report signature setting
Job arrive question template
Job report template
Collect card details at job creationEnable deferred payments to put a hold on funds when a job is booked.
Set up and manage job pipelinesLearn how to create, assign, and manage Job pipelines to streamline workflows and utilise them in the Job dashboard.
Job views
Job Stages
Configuring on-site tasksLearn how to configure Forms, Photos, and General tasks within Job report workflows to standardise data collection on the mobile apps.
Understanding the job record (legacy view)The legacy job view explained: what each tab does and how to use Quick Links.