Advanced Setup

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 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

Job Priorities and SLAs

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

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 this week