Jobs Profile

The hub for everything relating to one Job. Directly view and edit all key info.

Profile Overview

The Job Profile consists of 10 sub-sections. A quick description of each section follows. You can also click the links below to get a more detailed look.

Overview - The default section. View a summary of information pertaining to this Job.

Visits - A list of all physical Visits that have been or will be attended relating to this Job.

Photos - Access to the Before/After photos uploaded by Field Staff.

Workflows - A list of all Workflows tied to this Job.

Timesheet - A table view of all logged hours of work for this Job. Hours can be manually added as well.

Finance - Four sub-sections covering all financial concerns around this Job.

Codes - Work Codes

Notes - View or add notes and files to this Job. Also view any signatures taken.

History - View or export the Audit History of this app.

Reports - Export files associated with this Job or view a Full Report.

Overview

A list of key information about the Job.

Edit any of these details with the Edit button at the top right. You can also Delete or Clone the Job.

A progress bar at the bottom shows you what stage the Job is currently at. You can always force complete the Job with the Complete Job button.

Visits

A table list showing all scheduled and completed Visits to this Job. Book new Visits from here with Book Visit. Send confirmation emails to Customers with the Send Confirmation button.

Filter, search and export the table data at your convenience.

You can also create/view Recurring Visits in the Recurring tab.

Photos

View or manually upload Before and After photos of the work done on site. Quickly export all images here by using the top right button to download them all as a zip file.

Workflows

A table view of all Workflows currently linked to this Job and their current status. Search and export the table data at your convenience.

Create new Workflows from scratch or add existing ones using the two buttons above the table.

Timesheet

A table view of all currently logged hours associated with this Job. Manually add entries with the Add Entry button at the top right. Filter, search and export table data at your convenience.

Finance

Profit and Loss

A visual breakdown of this Job's costs and revenues. Insights will highlight potential discrepancies with these numbers for you to action.

The hamburger icon next to Cost Breakdown will give multiple options for viewing and exporting this data.

Costs

A table view of all Costed items relating to this Job. Costs can be added manually as well.

Purchasing

A table list of current Purchase Orders.

Quotations & Invoices

A combined table list of all Quotes and Invoices.

Codes

A table view of all Work Codes that have been used in this Job. New ones can be manually added.

Notes

Table views of all written notes, uploaded files and signatures relating to this Job.

History

A table view of all actions that have been taken surrounding this Job.

Reports

Images - All images associated with this Job (Before/After photos, etc.)

Note Files - Files that have been uploaded to this Job.

Full Report - PDF summarising this Job.

Complete Set of Files - An export of reports and tables from all completed sections.