Video Guides

Creating A Job

Learn how to create a job, add customer details and organise your first piece of work.

Jobs ยท 0:38

Introduction

Booking a job properly means the right customer, address and work details are captured before anyone arrives on site.

What you will learn

  • Create a new job and link it to a customer
  • Add the job details and location
  • Save the job so it is ready to schedule
1:35

Scheduling Work

Put jobs on the calendar and assign the right engineer without double-booking.
Coming Soon
1:05

Updating Job Status

Move a job through the right statuses so everyone knows what is happening.
Coming Soon
1:15

Completing A Job

Close the job out properly so you can invoice and move on to the next booking.
Coming Soon

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