Using Loc8 Browser

Help articles when working with Loc8 software via your web browser

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66 articles in this collection
Written by Tulika Das
Jobs

Create a Job

Learn how to prepare a job with location details, tasks, charges and attachments, and assign it to your workforce
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Written by Tulika Das
Updated over a week ago

Create a Project (Lab)

Learn how to achieve timely completion of large volume of work through Projects where you can see a collective view of all the related jobs
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Written by Tulika Das
Updated over a week ago

Manage Jobs

Learn how to view jobs in list or map, filter views and manage changes on reviewing work logs
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Written by Tulika Das
Updated over a week ago

View and Filter Jobs

Manage Jobs > View and Filter Jobs
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Written by Tulika Das
Updated over a week ago

Update Customer Details in a Job

Manage Jobs > Update Customer Details in a Job
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Written by Tulika Das
Updated over a week ago

Change Job Status

Manage Jobs > Change Job Status
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Written by Tulika Das
Updated over a week ago

Schedule or Cancel Appointments

Manage Jobs > Schedule or Cancel Appointments
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Written by Tulika Das
Updated over a week ago

Set Start by and Due by Timeframe

Manage Jobs > Set Start by and Due by Timeframe
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Written by Tulika Das
Updated over a week ago

Change Job Type

Manage Jobs > Change Job Type
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Written by Tulika Das
Updated over a week ago

Upload Attachments to a Job

Manage Jobs > Upload Attachments to a Job
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Written by Tulika Das
Updated over a week ago

Assign or Reassign Workforce to a Job

Manage Jobs > Assign or Reassign Workforce to a Job
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Written by Tulika Das
Updated over a week ago

Share Job Summary and FSR

Manage Jobs > Share Job Summary and FSR
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Written by Tulika Das
Updated over a week ago

Flag Job for Attention

Manage Jobs > Flag Job for Attention
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Written by Tulika Das
Updated over a week ago

Save Location as a Site

Manage Jobs > Save Location as a Site
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Written by Tulika Das
Updated over a week ago

Update Tasks Added to Job

Manage Jobs > Update Tasks Added to Job
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Written by Tulika Das
Updated over a week ago

Update Job with New Tasks

Manage Jobs > Update Job with New Tasks
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Written by Tulika Das
Updated over a week ago

Update Work Logs in a Job

Manage Job > Update Work Logs in a Job
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Written by Tulika Das
Updated over a week ago

Export Jobs

Manage Jobs > Export Jobs
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Written by Tulika Das
Updated over a week ago

View History of Job Updates

Manage Jobs > View History of Jobs Updates
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Written by Tulika Das
Updated over a week ago

Delete Jobs

Manage Job > Delete Jobs
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Written by Tulika Das
Updated over a week ago

Create an Asset

Learn how to create a physical asset and accurately set its location
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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
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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
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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
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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
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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
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Written by Tulika Das
Updated over a week ago

Update Maintenance Start Date

Manage Assets and Sites > Update Maintenance Start Date
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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
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Written by Tulika Das
Updated over a week ago

Share Asset or Site Details

Manage Assets and Sites > Share asset or site details
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Written by Tulika Das
Updated over a week ago

Report Problem on Asset and Site

Manage Assets and Sites > Report Problems on Assets and Sites
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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
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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
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Written by Tulika Das
Updated this week

Create and Update Jobs from Asset or Site

Manage Assets and Sites > Create and Update Jobs from Asset or Site
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Written by Tulika Das
Updated over a week ago

Navigate through Asset Hierarchy

Manage Assets and Sites > Navigate through Asset Hierarchy
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Written by Tulika Das
Updated over a week ago

Move an Asset

Manage Assets and Sites > Move an Asset
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Written by Tulika Das
Updated over a week ago

Export Assets

Manage Assets and Sites > Export Assets
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Written by Tulika Das
Updated over a week ago

View History of Asset Updates

Manage Assets and Sites > View History of Asset Updates
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Written by Tulika Das
Updated over a week ago

Delete Assets and Sites

Manage Assets and Sites > Delete assets and sites
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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
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Written by Tulika Das
Updated over a week ago