There are two ways to access your Jobs in the Loc8 app. You can click on the jobs icon in the menu or navigate via a visit in your agenda view. To learn more about navigating from visits, please click here.

In this article, we will focus on managing Jobs from the Jobs view. First you will need to make sure you are in the Jobs view by clicking on the Jobs icon.

You can search your Jobs by clicking into the Search box. You can search by identifiers such as Job ID and Reference. Next to the Search input, you will also see the Filter Icon.

Clicking on the Filter icon will allow you to filter by a set of pre-defined filters. Some of these filters (e.g. Always hide completed jobs) may be enabled by default. You can toggle these on/off as applicable then click apply to apply the filters to your jobs list.

You can also click on the "Views" label to select from different views that you may have configured. This will display both your own views as well as shared views.

The Job cards have a number of different functions. If a job has a visit, you will be able to click on the visit label to see more details about the visit. Once the visit overlay is open, you can click on the expand icon to open the visit.

Whether you're in the visit or the job, you will be able to click into the Site. If the site for the job has warnings, the warning triangle will show.

Click on the Site to see more details about the site as well as any associated sight warnings. You can click on the warnings to see the full details.

Use the arrows to navigate through the warnings if there are multiple. When you reach the last warning, the icon will change to a tick box.

Job cards have a number of actions that you can perform without opening the full job inspector. To access these actions, click on the 3 dots on the top right of the job card.

This will open up the actions menu for that job. Here you can change the job status, schedule a new visit, assign additional users to the job, attach files and also edit (including adding new activities). Some of these options may not be available depending on your user license. You will also have the option here to navigate to the job site using your preferred Maps app on your device.

To open up the full job inspector, click on the job card in the jobs list. This will open up the full inspector. In this view, you will be able to see all job details including the items covered earlier in this article. The job inspector view is a scroll style UI. You have shortcuts to jump to different sections if you should wish to. There is also a persistent actions drawer down the bottom for quick access.

One of the primary actions on a job is completing activities. Activities are usually pre-configured tasks that need to be completed on a job. To view the activities on the job, you can click on the activities shortcut highlighted above or scroll through the job. Both of the highlighted areas below can be used to access the activity list.
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Once you click through to activities, there will be a list of activities for this job. Some of them may have different requirements including various result types, compulsory or recommended attachments or comments and sub-activities. You have the option to search, or filter up the top.

To view more details about an activity, you can click on the activity card. Alternatively, if the activity does not have sub-activities, you may be able to select the result directly from the activity list view. The associated asset will also be displayed on the card.

Some activities may have attachments or comments associated. These will be indicated by a blue dot against the attachment or comment icon.
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Clicking into an activity card will give you more details about the activity. Depending on how your activities in the system are configured, you may see some or all of the information displayed in the screenshot. Here you can complete the activity with the relevant results as well as add an attachment or supporting comment.
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If the Activity (or sub activity) has mandatory requirements around attachments or comments, the user will be prompted to add those once they have entered in a result against the activity or sub activity.

Clicking on the 3 dots will give you additional Activity actions. Some of these may not be available depending on the context of the activity and your access. For example, Edit activity will not be available to technicians and "Save to Library" will not be available for existing library activities.

Some activities may be configured with sub activities. These are additional pieces of data or completion information that may be required to be completed in addition to the main activity. Please note that sub activities can also have mandatory requirements around attachments and comments. These will need to be completed same as for activities if required.

Depending on your user access permissions, you may also have the ability to add activities. This can be adding a new activity that doesn't exist currently in your system or adding an activity from the activity library.

Adding a new activity will require you to fill out all the fields that have a red asterisk. These are compulsory for the creation of an activity. You may also have the option to save the new activity to the activity library depending on your user permissions. Once you have created the new activity, you can then choose an asset to link it to. This asset must exist on the site that is on the job.

Adding activities from the library will only require you to know the activity reference, name or ID for you to search. Once you have found the activity you need, you can then add it to an asset same as above.
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Adding Labour and Travel time in Loc8 can be another method of capturing cost or accounting for technician utilisation. To do this, scroll down on the main job view down to the Items section. You can also use the "Items" shortcut at the top of the job view.

To add labour and on-site time, click on the Labour line under items.
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In this screen, you will be able to see previous labour and on-site time entries, as well as add new labour logs.

To add a new labour log, click on the relevant log you with to add and complete all fields with the red asterisk. Please note that depending on your access, you may not have access to modify or in some instances view the financials around cost and charge.

If you click on an existing labour line, as long as you have the permissions to edit (if it's not your own entry), you will be able to edit the start and end dates within the record.
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To add inventory to the job, click on the Inventory line under the Items area.

Here you will see the list of inventory already added to the job, either by a technician or the creator of the job. You can add additional inventory by clicking on Add Inventory.

You will need to search for the inventory item from the inventory library. As per the labour logs, depending on your user group, you may have little or no visibility over the charge values.
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Expenses are similar to inventory except they are not stored in a library. Expenses are designed to represent ad-hoc costs that may be incurred on the job. To add an expense, firstly click on the Expenses line under Items.

This will display the list of existing expenses on the job. To add a new expense, click on Add expense.
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You will then be required to fill out all the details with the red asterisks. You will always be able to see/edit the cost as that is required for expenses.
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Files can be attached against Visits, Status changes as well as Activities/Sub activities and the Job itself. To manage and view files, scroll down the jobs view to Files. Alternatively, you can use the Files shortcut.

Click View All to see the expanded view of all attachments on the job. This will also allow you to attach your own files to the job. (Please note - images can be viewed directly in the Loc8 app. Other files may require you to download and have a suitable viewer on your mobile device).

You can change the status of the job by clicking on Status in the actions menu. Please note that you may or may not have specific workflows required regarding status changes. Please consult your system administrator.

Clicking on Status will bring up a list of available statuses. You can search for a specific status or alternatively click through the "Lifecycle" lines to find the status you require.

Certain statuses may require compulsory comments or attachments. These will be indicated by a red asterisk during the status change. You can also optionally reject any activities that you are not able to complete on the job.

Visits are displayed in the Visits area in the main job view. You can access this by scrolling down through the view or alternatively clicking on the Visits shortcut.

You can click on any of the visits and view the visit pop up or you can click View all to show all visits. Please note that some of the visits may be cancelled.

If you have appropriate permissions, you will also be able to schedule a new visit. To do this, click on the "Schedule" option in the actions menu.

To schedule a new visit, complete all the fields with the red asterisk. You can optionally leave a description of the visit. Depending on your permissions, you may be able to assign other users or just yourself.

For more information around managing visits, please click here.

To create a new job, click the Plus button in the main menu while in the Jobs list. This actions button is context specific (if you are in visits, it will create a new visit).

This will open up the Job Create wizard. All fields marked with a red asterisk are mandatory and must be completed. You can also click on the "Change job type" to change the job type that you want to create.

Once you have created a new job, you can manage the job as per normal.