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Introduction to Jobs

What is a job?

A job is an individual site or property.

Job, Client And Property Information

  • The card on the left will display the JOB INFORMATION, CLIENT INFORMATION and PROPERTY INFORMATION.

Job Assignees

  • The assignees are the project co-ordinator and technician who are assigned to that particular job. This can be seen on the card on the right.

  • You may allocate other project co-ordinators and/or supervisors by entering their name or selecting them from the drop down menu.

Job Status

  • The job status will indicate at which point of the job cycle a job is at. The job cycle contains 5 main components which are NOT STARTED, IN PROGRESS, ON HOLD, APPROVAL PENDING, TO BE INVOICED, CANCELLED and COMPLETED.

  • The job status can be updated using the UPDATE STATUS button. You can type the main STATUS or select it from the drop down menu, and type a note to further elaborate information and reasons related to that status.

  • Additionally, a timeline of the STATUS will be displayed on the card.

Adding Notes to a Job

  • A project coordinator or admin is able to add a note in a job.

How to change the view on Jobs

  • The job section view can be changed according to preference.

  • You may select the FILTER TABLE or VIEW COLUMN buttons to change the view of the job on the main jobs page.