View and Update Assigned Jobs

Created by Binita Goswami, Modified on Fri, 31 May at 11:24 AM by Binita Goswami

Here is a video for your reference:



  1. In the first calendar view, tap on any job to view or update details.


2.Under General, technician can 

  • view customer details, billing address 

  • chat and call with customer 

  • take help of navigation



  • view customer history,add quotation,add invoice


  • Press the "Start Working" button to initiate work and provide documented proof of when work commences.



3.Under Assets & Tasks,

  • Asset can be searched

  • Technicians can scan QR to view asset details.

  • Technicians can view the Task and the corresponding checklist  after starting the job.


4.Under Services,

  • Technician can add/delete what all services are being provided

  • QR code can be scanned to know about any service.

                                  


  • Inside Add Services, search by Name  or Code, select service,add service,view information and cancel

                      

                  5.Under Custom Services,

  •  Technicians can add custom services based on what is needed for successful              completion of the job.

                        

                        

                       


               6.Under Expense,technicians can view the expenses which can be added  from More menu ,company needs to fulfill that expense  in  completion of the job.




7.Under Files, count is shown as to how many files are added related to the task.

 


8. Under Activities, the current status of the job is shown with every detail for better understanding.


9.Just after tapping on job, on top following features are there-

  • Add work duration of the job manually or through a time tracker.

  • Change status of the job.

  • Report a problem if any.

Once a job is complete enter your notes and click on Complete Work to mark it as complete.

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