Group 65
Go to Loc8
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Using Loc8 Browser
Using Loc8 Browser
Help articles for working with Loc8 software via your web browser
88 articles in this collection
Written by
Tulika Das
Setting up your Workforce in Loc8 (For Subscriber and Admin)
Invite your Workforce
Learn how to invite your office staff, technicians and contractors to become a part of your Loc8 workforce
Written by
Tulika Das
Updated over a week ago
Add Trades to your Workforce for Improved Job Assignments
Learn how to define the various trades you offer and tag them to your technicians to find the right person for your next job assignment
Written by
Tulika Das
Updated over a week ago
Associate Regions with your Workforce for Improved Job Assignments
Learn how to mark regions covered by your business on a map and link them to technicians active in those areas for improved job assignment
Written by
Tulika Das
Updated this week
Joining your Workforce in Loc8 (For Users, Technicians and Contractors)
Accept the Invite and Activate your Loc8 Account
Learn how to activate your Loc8 user account when you receive an invitation email to join your team
Written by
Tulika Das
Updated this week
Assisting Workforce with their Logins
Resend Account Activation Email
Learn how to resend Loc8 invitation to your team member as a reminder to join the workforce
Written by
Tulika Das
Updated over a week ago
Viewing and Updating your Workforce (Admin and Users)
Create Jobs from a Workforce Profile
Learn how to create jobs directly for a member of your team through their Loc8 profile
Written by
Tulika Das
Updated over a week ago
Disable a User or Technician License in your Workforce
Learn how to temporarily disable a License User or Technician to prevent them from accessing the Loc8 system
Written by
Tulika Das
Updated over a week ago
Remove a Team Member
Learn how to delete the Loc8 account of a team member
Written by
Tulika Das
Updated over a week ago
Creating Regions and Trades for Workforce, Jobs and Assets
Associate Regions and Sites Manually
Learn how to associate sites to a region manually to logically group together or provide/restrict access to the assets under those regions
Written by
Tulika Das
Updated over a week ago
Define Regions and Subregions
Learn how to define geographical regions using GeoJSON mapping data for viewing, actioning and reporting on data within any given region
Written by
Tulika Das
Updated over a week ago
Create Trades
Learn how to define your trades in Loc8 system and facilitate improved job assignments to technicians excelling in those trades
Written by
Tulika Das
Updated over a week ago
Designing a Combination of Charges for Different Jobs
Create a Charge Template and Set as Default
Learn how to create your own charge templates for travel and labour hours, tasks done on site and materials used, and apply them to jobs
Written by
Tulika Das
Updated over a week ago
Adding Taxes
Defining the Tax Rates
Learn how to define the tax rates applicable to your business to enable charge calculations inclusive of taxes across all financials in Loc8
Written by
Tulika Das
Updated over a week ago
Applying Tax Rates to Charges
Learn how to make the tax component visible in Quotes, Jobs and Invoices so as to calculate and display totals inclusive of tax
Written by
Tulika Das
Updated over a week ago
Creating Customers
Create Individual Customers
Learn how to create a customer profile for people who directly engage with you to get jobs done and make payments
Written by
Tulika Das
Updated over a week ago
Create Company Customers
Learn how to create customers in Loc8 for establishments who engage with you through their contacts to get jobs done on assets and sites
Written by
Tulika Das
Updated over a week ago
Import Customers
Learn how to add customers, their contact people, and associated sites at one go by importing spreadsheet
Written by
Tulika Das
Updated over a week ago
Using Quotes
Create Quote and a New Job from the Approved Quote
Learn how to create quote for tasks and charges, and send to the customer for approval. Once approved, use the quote to create a new job.
Written by
Tulika Das
Updated this week
Create Quote from an Email
Learn how to action work requests received on emails by converting them to quotes
Written by
Tulika Das
Updated over a week ago
Configuring Quote Attributes
Configure Custom Fields for Quotes
Learn how to configure your own set of fields for quotes to better capture quote details in combination with the standard fields
Written by
Tulika Das
Updated over a week ago
Actioning Work Requests using Jobs
Create Jobs from a Customer's Profile
Written by
Tulika Das
Updated over a week ago
Create a Job
Learn how to prepare a job with location details, tasks, charges and attachments, and assign it to your workforce
Written by
Tulika Das
Updated this week
Assign or Reassign Workforce to a Job
Learn how to select one or more member of your workforce to complete a job
Written by
Tulika Das
Updated over a week ago
Moving around a Workspace
Take a closer look at the layout of a workspace and speed up your learning by familiarising yourself with the distinct areas of workspace
Written by
Tulika Das
Updated over a week ago
View History of Job Updates
Learn how to access the actions performed on the job in the past and browse through the details to know who, when and what were the changes
Written by
Tulika Das
Updated over a week ago
Schedule, Reschedule or Cancel Job Appointments
Learn how to set new appointment for a job and get familiar with rescheduling and cancelling appointments
Written by
Tulika Das
Updated over a week ago
Create a Follow-On Job
Learn how to create a copy of a job when additional works are to be continued on that specific job for a customer
Written by
Tulika Das
Updated this week
View Jobs
Learn how to view jobs from different perspectives: on map, calendar, with respect to asset/site, customer, and quotes
Written by
Tulika Das
Updated this week
Delete Jobs
Learn how to delete one or more jobs from your Loc8 system
Written by
Tulika Das
Updated over a week ago
Updating Job Details
Change Job Status
Learn how to manually change job status to closely reflect its stage in the job lifecycle
Written by
Tulika Das
Updated over a week ago
Change Job Type
Learn how to move the job under the right job type in case the nature of job changes
Written by
Tulika Das
Updated over a week ago
Set Job Priority
Learn how to assign priority levels to jobs to direct your workforce towards completing jobs in order of urgency
Written by
Tulika Das
Updated over a week ago
Save Location as a Site
Learn how to record a location in Loc8 and use it as a customer site from then on, and include in maintenance, reporting and budgeting
Written by
Tulika Das
Updated over a week ago
Update Work Logs in a Job
Written by
Tulika Das
Updated over a week ago
Update Customer Details in a Job
Written by
Tulika Das
Updated over a week ago
Update Tasks Added to Job
Written by
Tulika Das
Updated over a week ago
Defining Individual Pieces of Work as Tasks
Add Tasks to a Job
Learn how to add tasks to a job by either adding them manually or selecting existing tasks from the Task Library
Written by
Tulika Das
Updated over a week ago
Create Task Templates and Sub-Task Templates in Task Library
Learn how to create a task template for the repetitive or common pieces of work in a job, complete with sub-tasks, costs, and charges.
Written by
Tulika Das
Updated this week
Modify the Way You View Tasks in a Job
Learn how to change the way you view tasks through sorting, extending the columns to see more attributes or searching tasks using keywords
Written by
Tulika Das
Updated over a week ago
Adding More Details to a Job
Upload Attachments to a Job
Written by
Tulika Das
Updated over a week ago
Set the Job Priority and Timeframe
Learn how to set job priority, and with SLAs enabled see the start by and due by dates automatically fill up or enter them manually instead
Written by
Tulika Das
Updated over a week ago
Configuring Attributes for Jobs
Create Job Types
Learn how to define your own job types to match the terminologies used in your business and enable finer grouping and filtering of jobs
Written by
Tulika Das
Updated over a week ago
Configure Statuses in Job Lifecycle
Learn how to define your own job statuses to match the terminologies used in your organisation for different stages of job lifecycle
Written by
Tulika Das
Updated over a week ago
Configure Job Priorities and SLAs
Learn how to customise the standards for job completion time and conditions to trigger warnings and attentions for each priority level
Written by
Tulika Das
Updated over a week ago
Create Custom Fields for Jobs
Learn how to create your own custom fields for jobs to capture the job details in combination with the standard fields on a job profile
Written by
Tulika Das
Updated over a week ago
Organising Large Works using Projects
Create a Project
Learn how to achieve timely completion of large volumes of work through Projects where you can see a collective view of all the related jobs
Written by
Tulika Das
Updated over a week ago
Managing your Inventory
Add Items to your Inventory
Learn how to record the parts or materials you regularly use for works and refer them to jobs so you can also calculate the payable charges
Written by
Tulika Das
Updated over a week ago
Setting up Maintenance Plan (Add-on)
Schedule a Preventative Maintenance Plan
Learn how to schedule frequency to auto-generate jobs and ensure timely preventative maintenance on assets across multiple locations
Written by
Tulika Das
Updated over a week ago
Sharing and Collaborating
Access and Share the Field Service Report for a Job
Learn how to open a Field Service Report (FSR) for an appointment in a web view and share the link with anyone within or outside Loc8
Written by
Tulika Das
Updated over a week ago
Email Someone through Share and Export on a Loc8 Entity
Learn how to share a quote, job, invoice, asset, site or project right from their inspector page with any recipients within or outside Loc8
Written by
Tulika Das
Updated over a week ago
Add Comments
Written by
Tulika Das
Updated over a week ago
Flag Job for Attention
Written by
Tulika Das
Updated over a week ago
Defining an Asset and Asset Type
Create an Asset Type
Learn how to define your own asset types to define and distinguish the physical objects to better analyse the kinds of assets you manage
Written by
Tulika Das
Updated over a week ago
Create an Asset
Learn how to create an asset for a physical object that you maintain or manage for your customers
Written by
Tulika Das
Updated over a week ago
Create Custom Fields for Assets
Learn how to create custom fields for assets to better capture the asset details in combination with the standard fields on asset inspector
Written by
Tulika Das
Updated over a week ago
Working with Assets and Sites (Add-on)
Create a Site
Learn how to create sites in order to easily manage customer locations, jobs, quotes and assets
Written by
Tulika Das
Updated over a week ago
Manage Assets and Sites
Learn how to view and filter assets in a list or map, navigate through asset hierarchy and change asset status
Written by
Tulika Das
Updated over a week ago
View and Filter Assets and Sites
Manage Assets and Sites > View and Filter Assets and Sites
Written by
Tulika Das
Updated over a week ago
View or Edit Key Details of Assets and Sites
Written by
Tulika Das
Updated over a week ago
Update Status of Assets and Sites
Written by
Tulika Das
Updated over a week ago
Update Maintenance Start Date
Written by
Tulika Das
Updated over a week ago
Upload Attachments on Asset or Site
Written by
Tulika Das
Updated over a week ago
Share Asset or Site Details
Written by
Tulika Das
Updated over a week ago
Add Safety Note for a Site
Written by
Tulika Das
Updated over a week ago
Access Nested Assets using Asset Tree
Written by
Tulika Das
Updated over a week ago
Create and Update Jobs from Asset or Site
Learn how to create jobs with respect to an asset/site or access the associated jobs from within the asset or site workspace
Written by
Tulika Das
Updated over a week ago
Navigate through Asset Hierarchy
Written by
Tulika Das
Updated over a week ago
Move an Asset
Written by
Tulika Das
Updated over a week ago
View History of Asset Updates
Written by
Tulika Das
Updated over a week ago
Delete Assets and Sites
Written by
Tulika Das
Updated over a week ago
Import Assets
Create New Assets using Asset Import
Learn how to create new assets in bulk using the Loc8-defined CSV and speed up your work on managing assets
Written by
Tulika Das
Updated over a week ago
Update Existing Assets using Asset Import
Learn how to update the details of your existing assets in bulk using a Loc8-defined CSV
Written by
Tulika Das
Updated over a week ago
Configuring Attributes for Assets
Configure Custom Asset Statuses
Learn how to define custom asset statuses for the terminologies used in your business that represent various stages of asset lifecycle
Written by
Tulika Das
Updated over a week ago
Enabling Customer-specific Views and Interactions
Create a Customer Portal
Learn how to facilitate your customers with a dedicated Loc8 account where they can view their jobs and assets
Written by
Tulika Das
Updated over a week ago
View Jobs and Assets through the Customer Portal
Learn how to access a personalised portal using a Loc8 account created to view of all of the jobs and assets/sites relevant to a customer
Written by
Tulika Das
Updated over a week ago
Using Invoices
Create an Invoice
Learn how to charge and get paid for completed work, including labour hours, expenses and inventory used
Written by
Tulika Das
Updated over a week ago
Manage an Invoice
Learn how to send an invoice to your customer and then manage its lifecycle, record payments, and close or void an invoice right in Loc8
Written by
Tulika Das
Updated over a week ago
Automating Notifications and Process
Create Message Templates
Learn how to tailor outgoing messages that are sent out to people responsible in a job to keep them updated about certain events
Written by
Tulika Das
Updated over a week ago
Variables Used in Message Templates
Know the variables that can be inserted within the body of the message templates to act as placeholders for the actual values in real-time
Written by
Tulika Das
Updated over a week ago
Configure Rules to Enable Process Automations and Notifications
Learn how to configure rules to define what should happen when certain event occurs
Written by
Tulika Das
Updated over a week ago
Reporting a Problem
Define Problem Types
Learn how to create problem types to record and categorise different problems in field and create the opportunity for speedy resolution
Written by
Tulika Das
Updated over a week ago
Report Problems on an Asset or Site
Learn how to report and view problems against assets and sites, along with photos, detailed descriptions, location information and more
Written by
Tulika Das
Updated over a week ago
Configuring Attributes for Problems
Configure Custom Fields for Problems
Learn how to configure your own set of fields for Problems to better capture the problem details in combination with the standard fields
Written by
Tulika Das
Updated over a week ago
Creating Business Reports and Analytics
View Reports on Key Entities
Learn how to get a statistical overview on the performance of your business by analysing the report on key entities in a given time period
Written by
Tulika Das
Updated over a week ago
Export Custom Data for Analysis
Learn how to extract specific records of a Loc8 entity (such as Jobs) and export them as CSV, PDF, or Excel for further analysis
Written by
Tulika Das
Updated over a week ago
Working with Contractor Portal
Assign your Workforce with Jobs (in Contractor Portal)
Learn how to assign your workforce to jobs to initiate quick and organised dispatch to the customer locations and complete jobs on time
Written by
Tulika Das
Updated over a week ago
Add your Workforce (in Contractor Portal)
Learn how to add people of your workforce to Loc8 so as to assign them with jobs and help them stay on top of their jobs
Written by
Tulika Das
Updated over a week ago
Enable or Disable the Contractor Portal
Learn how to provide access to a contractor for them to view and manage their jobs, create their own workforce and assign them with jobs
Written by
Tulika Das
Updated over a week ago