Manage Jobs

Edit a Job

To update a job:

1. Find the job on the calendar.
2. Double-click it to open the Edit Job window.
3. Make the necessary changes.
4. Click Save Job to apply the updates.

Add Tasks to a Job

Use tasks to break a job into smaller steps for easier tracking.

Step 1: Open the Job Edit Page

Double-click the job on the calendar, then go to the Tasks tab.

Step 2: (Optional) Load a Task Template

If you have a saved task template:

• Select it from the dropdown.
• Click Load to apply it.

Step 3: Add a New Task

1. Click Add New Task.
2. Enter a Task Name. (Service Type is optional)
3. Add details like:
   • Parts/Services/Equipment
   • Attachments
   • Existing Customer Equipment
   • Forms
   • Purchase Order
   • Notes
4. Click Save Job when done.

Delete a Job

1. Open the Edit Job window.
2. Click ACTIONS, then choose Delete Job.
3. Confirm the deletion. The job will be removed from the calendar.

Approve a Job for Invoicing

You can only approve jobs that are marked as Completed.

1. Find and open a completed job.
2. Go to ACTIONS, then click Approve for Invoice.

Convert a Job to an Invoice

After approving a job:

1. Click Convert to Invoice.
2. The Edit Invoice window will open.
3. Add, remove, or edit items as needed.
4. Save the invoice when ready.

Create a Follow-Up Task

If a job requires follow-up:

1. Click Create Follow-Up Task.
2. A task window will open with the job already linked.
3. Fill in the task details and save.