Jobs

Modified on Tue, 01 Nov 2022 at 11:07 AM

Jobs

Filtering and Searching

You can search for a particular Company by name in the search bar below the main panel's green bar.


Add, Edit, and Delete

If you've not already, check how you add, edit, and delete things on the app.


Field Names

FieldRequired?Description
Status---This field always has a value set mainly by the app. We've given the facility to change it, but in most cases, this shouldn't be necessary.

Job Number---The job number is auto-generated by the app using the pre-fix set in the Activity Type.

SiteYesStart typing a site name and choose from the list.

Order NumberNoYour customers' order number.

ActivityYesChoose the job Activity Type.

PriorityYesSet a priority for the job. Defaults to "Medium".

Due DateYesSet a due date for the Job.

This will default to a date today plus the Response Time set in the Activity.

Duration (Hours)YesSet a planned duration for the job.

This will default to the Default Job Length set in the Activity.

Asset TypesNoChoose the Asset Type for the Job. (If known)

AssetsNoChoose the Asset for the Job. (If known)


Job Naming

The app generates a name for the job to make them easy to find later on. This is,


        Job Number + Actvity Name + "at" + Site Full Name


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