Jobs and work orders
14 articles
- Authorisations and permits
Define permit types, let field staff request them from a job, and track validity and expiry in one place.
- Eligibility: who is allowed to do the work
One set of rules decides whether a person may do a job over its dates — and says exactly why not.
- When someone can't start: asking for and allowing a start
A worker blocked by a missing credential sees why and asks; a supervisor allows it for that job, or refuses.
- Creating and importing jobs
Add jobs one at a time or several in a grid, import thousands from a spreadsheet, and copy or change many at once.
- Custom fields and columns
Typed fields for your jobs — text, numbers, dates, dropdowns, files and links — in a layout the office shares.
- Jobs, workstreams and statuses
Workstreams are your job types — each with its own fields, statuses and saved views.
- Workstream settings
Title column, evidence and permits each job needs, managers, route report columns and client-facing fields.
- Finding jobs: filters, quick filters and shared views
Narrow the Jobs table by dates, client, status, billing or any field, and save it for yourself or the office.
- Managing clients
Hold the clients your jobs belong to — contacts, billing details and evidence rules — and archive safely.
- Sites and locations
The places work happens — depots, work areas and addresses — set on a job or dropped onto a shift.
- Inside a job: the record, updates and history
Open a job to see its fields and its conversation side by side — updates, evidence, forms and history.
- What a job has spent, committed and invoiced
The Spent column and the job's Costs block add up the bills, expenses and invoices already on the record.
- Call-out priorities and the service clock
Give a call-out its priority, watch its response and fix times, and give the reason when a target is missed.
- Parents and sub-jobs in route workstreams
Keep one piece of work with several parts as a parent, and schedule and bill each part as its own sub-job.