The Job List View in the Customer Portal provides an organized summary of all jobs, offering key details for effective tracking and management.
Key Features:
Job Details:
- Displays job IDs, types (e.g., B2B, B2C, Additional Service), and descriptions.
Assignee and Facility Information:
- Lists the assigned personnel and associated facilities for each job.
Schedule and Status:
- Shows the start and end dates with real-time job status (e.g., Open, Closed, Completed).
Emergency and Incident Tracking:
- Indicates whether a job is marked as an emergency or linked to an incident.
Action Options:
- Provides a quick view button for detailed job insights.
Benefits:
- Centralized Overview: Enables users to monitor all job activities in one place.
- Enhanced Tracking: Ensures transparency in job assignments, schedules, and statuses.
- Simplified Navigation: Offers quick access to detailed job information for better decision-making.
This view enhances customer engagement by providing detailed visibility into job progress and statuses.
Click on Jobs either from the Dashboard or from the menu.
Upon clicking, the job list will appear as shown.
Under the Action column, there is an option to View the job's details. There are several tabs which provide details about the Job starting with the General information as shown
The location tab gives information about the job location as shown
The assignee tab gives information about the representatives who have been assigned the job and their map location as shown
Furthermore, you can also view the files attached with the job and problem history if any reported.
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