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Advanced Setup
Advanced Setup
Step-up with advanced configurations to tailor the Loc8 experience to your organisation's needs.
11 articles in this collection
Written by
Tulika Das
Custom Fields
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
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
Configure 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
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
Types
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
Create Asset Types
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 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
Inventory
Create your Inventory Library
Learn how to record the items you regularly use in your jobs so you can add them on the go and calculate the payable charges
Written by
Tulika Das
Updated over a week ago
Job Priorities and SLAs
Configure Job Priorities and SLAs
Learn how to design standards for the job completion time and conditions that will trigger warnings and attentions for each priority level
Written by
Tulika Das
Updated over a week ago
Automation Rules
Configure Automation Rules
Learn how to configure rules to define what should happen when certain event occurs
Written by
Tulika Das
Updated over a week ago
Mobile App Troubleshooting
Tips on Loc8 Mobile Issues
Learn how to tackle the scenarios when the Loc8 Mobile may seem to have issues
Written by
Tulika Das
Updated over a week ago