Open a Job from your Dashboard to review the request details, job updates, contact details, and more!
Job Info
By clicking into a Job from your Jobs Dashboard, you can review all job information that was submitted via the original request. Make edits to job information or update the Assigned Manager or Assigned Engineer. You can also select "Collapse" button in the upper right to create a half view of the job details and your job dashboard.
Assigned Checklist
You can assign a checklist or manage the assigned checklist from the Checklist tab (this may be located under the +More button). If a checklist has been assigned, you can monitor the progress and number of tasks competed. Click into the checklist to update individual tasks. The checklist can be updated and saved on an ongoing basis.
Job Updates
This is where you will manage the progress of the job - take care of Scheduling, Timesheet, Materials, Equipment and ultimately Complete & Close the job. Any pending actions will be flagged.
Job Details
Check out the Lease Abstract rules along with any pre-completion or post-completion Files that apply to the job.
Job Contacts
Use this section as a quick reference for the phone and email of anyone associated with the job, including the Manager, Tenant, and Vendors.
Job Notes
Managers and internal technicians can use this section to maintain notes regarding the progress of the job, relevant conversations, and any impacts to job status. Simply enter your note and click submit and your name along with the date will automatically be logged.
Quick Actions
Quick Actions help you get in and out of a job on one click. If need to make an update to a job, you can most likely find it under the Actions dropdown. Update a schedule, upload a job cost, upload a file, add a vendor, or close out the job all in one place.
