Using Loc8 Browser

Help articles for working with Loc8 software via your web browser

69 articles in this collection
Written by Tulika Das

Workforce

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

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 over a week ago

View and Manage your Workforce

Learn how to view and update your workforce and quickly assign jobs to your field technicians

Written by Tulika Das
Updated over a week ago

Resend Invitation or Reset Password

View and Manage your Workforce > Reset Password or Resend Invitation

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 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

Customers

Create Individual Customers

Learn how to create customers in Loc8 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

View and Manage your Customers

Learn how to narrow down the list of customers to view, manage and and create jobs directly for the customer

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

Create Custom Charge Templates

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

Create 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 Customer Portal

Learn how to access a customer portal to keep track of jobs and assets/sites relevant to that account

Written by Tulika Das
Updated over a week ago

Jobs

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

Create a Project (A Lab Feature)

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

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

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

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

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

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 this week

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

Add Comments

Manage jobs > Add comments

Written by Tulika Das
Updated over a week ago

Update Customer Details in a Job

Manage Jobs > Update Customer Details in a Job

Written by Tulika Das
Updated over a week ago

Flag Job for Attention

Manage Jobs > Flag Job for Attention

Written by Tulika Das
Updated over a week ago

Share Job Summary and FSR

Manage Jobs > Share Job Summary and FSR

Written by Tulika Das
Updated over a week ago

Upload Attachments to a Job

Manage Jobs > Upload Attachments to a Job

Written by Tulika Das
Updated over a week ago

Update Tasks Added to Job

Manage Jobs > Update Tasks Added to Job

Written by Tulika Das
Updated over a week ago

Create New Tasks and Add to a Job

Manage Jobs > Create Tasks and Add to a Job

Written by Tulika Das
Updated over a week ago

Update Work Logs in a Job

Manage Job > Update Work Logs in a Job

Written by Tulika Das
Updated over a week ago

Export Jobs

Manage Jobs > Export Jobs

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

Create Task Template

Learn how to create task templates and save them in a library so as to easily add them in jobs

Written by Tulika Das
Updated over a week ago

Create Subtask Template

Learn how to create subtasks for smaller but important piece of work that help you record value, observation or result

Written by Tulika Das
Updated over a week ago

Add Subtask to a Task

Learn how to link subtasks to task templates to make them easily accessible when creating jobs

Written by Tulika Das
Updated over a week ago

Configure Job Priorities and SLAs

Learn how to set custom 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

Configure Job Statuses

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 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

Assets and Sites

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

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

Set up 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

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

Manage Assets and Sites > View Key Details of Assets and Sites

Written by Tulika Das
Updated over a week ago

Update Status of Assets and Sites

Manage Assets and Sites > Change status and condition of assets and sites

Written by Tulika Das
Updated over a week ago

Update Maintenance Start Date

Manage Assets and Sites > Update Maintenance Start Date

Written by Tulika Das
Updated over a week ago

Upload Attachments on Asset or Site

Manage Assets and Sites > Upload attachments on asset or site

Written by Tulika Das
Updated over a week ago

Share Asset or Site Details

Manage Assets and Sites > Share asset or site details

Written by Tulika Das
Updated over a week ago

Add Safety Note for a Site

Manage Assets and Sites > Add Safety Note for a Site

Written by Tulika Das
Updated over a week ago

Access Nested Assets using Asset Tree

Manage Assets and Sites > Access Nested Assets using Asset Tree

Written by Tulika Das
Updated over a week ago

Create and Update Jobs from Asset or Site

Manage Assets and Sites > Create and Update Jobs from Asset or Site

Written by Tulika Das
Updated over a week ago

Navigate through Asset Hierarchy

Manage Assets and Sites > Navigate through Asset Hierarchy

Written by Tulika Das
Updated over a week ago

Move an Asset

Manage Assets and Sites > Move an Asset

Written by Tulika Das
Updated over a week ago

Export Assets

Manage Assets and Sites > Export Assets

Written by Tulika Das
Updated over a week ago

View History of Asset Updates

Manage Assets and Sites > View History of Asset Updates

Written by Tulika Das
Updated over a week ago

Delete Assets and Sites

Manage Assets and Sites > Delete assets and sites

Written by Tulika Das
Updated over a week ago

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

Quotes

Create and Send Quotes

Learn how to create an estimate of tasks and charges, and send it to customer before starting the actual field work

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

Invoices

Create and View Invoices

Learn how to create invoices and get paid for the completed works

Written by Tulika Das
Updated over a week ago

Automation and Process

Introduction to Automation Rules

Learn the basics and know about the default rules available to you for notifying associated contacts and technicians

Written by Tulika Das
Updated over a week ago

Create Message Templates and Automate Notifications

Learn how to tailor outgoing messages sent out to people responsible for a job who need to be updated about occurrence of certain events

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 this week