Using Loc8 Browser | Loc8 Help Center

Setting up your Workforce in Loc8 (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

Configure Regions and Apply to Jobs

Learn how to mark regions covered by your business on a map and link them to technicians active in those areas for easy job assignment

Written by Tulika Das
Updated over a week ago

Configure Trades for Workforce and Apply to Jobs

Learn how to set the trades of your business per technician to easily find the best match for a job

Written by Tulika Das
Updated over a week ago

Joining your Team in Loc8 (Users and Technicians)

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 Team Members with their Logins (Admin)

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

Send Password Reset Email

Learn how to assist team members who cannot login due to incorrect password

Written by Tulika Das
Updated over a week ago

Viewing and Updating your Workforce (Admin and Users)

Filter and Sort your Workforce

Learn how to utilise the viewing options that can give you the set of information you need the most about your workforce

Written by Tulika Das
Updated over a week ago

Update a Workforce Profile

Learn how to edit a team member's details in their user profile

Written by Tulika Das
Updated over a week ago

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

Designing 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 customer profile in Loc8 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

Viewing and Updating your Customers

Filter and Sort Customers

Learn how to narrow down the list of customers to view only what you need and sort them in a preferred order

Written by Tulika Das
Updated over a week ago

Add Customer Sites

Written by Tulika Das
Updated over a week ago

Add Customer Contacts

Written by Tulika Das
Updated over a week ago

Delete a customer

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 over a week ago

Create Quote from 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 over a week ago

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

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 over a week ago

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 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

Delete Jobs

Learn how to delete one or more jobs from your Loc8 system

Written by Tulika Das
Updated over a week ago

Export Jobs

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 over a week ago

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 this week

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

Configure 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 set of fields for jobs to better capture the job details in combination to 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 Preventative Maintenance Plan

Learn how to schedule preventative jobs to better service assets on time across multiple customer sites

Written by Tulika Das
Updated over a week ago

Share Job Summary and FSR

Learn how to share the web link to the job summary with anyone via email and view the Field Service Report for a specific appointment

Written by Tulika Das
Updated over a week ago

Email Someone with File Attachments

Learn how to send an email directly from the Quote, Job, Invoice or Asset inspector and support the email conversation with file attachments

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 Asset (with Custom Parameters, Data Groups and Asset Type)

Create Asset Data Groups and Custom Parameters

Learn how to record specifications, attributes or conditions for a type of asset with the use of asset data groups and custom parameters

Written by Tulika Das
Updated over a week ago

Create Asset Type

Learn how to create asset types in hierarchy, just as they physically exist on site

Written by Tulika Das
Updated over a week ago

Add Asset Data Group to Asset Type

Learn how to associate the custom parameters of an asset data group with asset type to help you define and create assets

Written by Tulika Das
Updated over a week ago

Create an Asset

Learn how to create a physical asset and accurately set its location

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

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 this week

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 Reports 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