This tab contains information about work that has been performed at the customer’s location.
Jobs List
This is a list of the last 10 jobs that have been performed at the customer’s location including:
- Job Number.
- Job Type.
- Job Start Date.
- Job Progress Status.
Tapping on a job will bring up more details about that job.
Job Details
This is the details of the job that has been performed at the customer’s location, including:
- Job Details
- Job Number
- Job Progress Status
- Job Type
- Job Instructions
- Schedule Date
- Department
- Primary Technician
- Equipment
- Work Completed Notes
- Work Suggested Notes
- Invoice
- Invoice Details
- Invoice Number
- Invoice Date
- Invoice Amount
Job Forms
You will be able to see forms that were submitted for a job. This button will exist even if there were no forms submitted. You can tap on the button to see the forms.
Once in the form list, you can tap on a form to open it.
Required and Recommended Forms
Admins can now make forms required and recommended for different job types and job classes. A technician can see the form that are required for the job by doing the following once the job is open.
- Click on forms.
- Click on "+ Add form".
- Select the forms required and recommended for the job type.
- Submit the forms.
Job Searching
Within the customer, you can search for jobs. There are two different ways that you can search for a job. The first is by date, and the second is by a specific job number.
Search by Date Range
This search allows you to find multiple jobs over the course of a date range. There is a limit of up to 50 jobs that can be seen here when this search is performed. To search for jobs, for a customer by a specific date range:
- Tap on the search icon.
- Tap on the “Search by Date Range” option.
- Tap on the date range search bar.
- Select your date or date range.
- Tap Save.
- The jobs will be listed. Simply tap a job to look at it.
Search by Job Number
To search for jobs for a customer by a specific job number:
- Tap on the search icon.
- Tap on the “Search by Date Range” option.
- Tap on the date range search bar.
- Type in the job number that you would like to search.
- Tap Search.
- The jobs will be listed. Simply tap a job to look at it.
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