Jobs

20 articles in this collection
Written by Tulika Das

Introduction to Jobs

Familiarise yourself with the commonly used terms and concepts while working with jobs in Loc8

Written by Tulika Das
Updated over a week ago

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 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

Manage your Jobs in Loc8 Mobile

Learn how to contact your customer, assign and share your jobs with other technicians, and change the job status

Written by Tulika Das
Updated over a week ago

Projects

Create a Project

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

Tasks

Add Tasks

Learn how to add tasks to a job by either adding them manually or selecting existing tasks from the Task Library

Written by Tulika Das
Updated over a week ago

Create Task Templates

Learn how to create a task template for the repetitive or common pieces of work in a job, complete with sub-tasks, costs, and charges.

Written by Tulika Das
Updated over a week ago

Modify your View of Added Tasks

Learn how to change the way you view tasks through sorting, extending the columns to see more attributes or searching tasks using keywords

Written by Tulika Das
Updated over a week ago

Job FAQs

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 Type

Learn how to move the job under the right job type in case the nature of job changes

Written by Tulika Das
Updated over a week ago

View Job History

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

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

Delete Jobs

Learn how to delete one or more jobs from your Loc8 system

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

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

Update Customer Details in a Job

Written by Tulika Das
Updated over a week ago

Update Tasks Added to Job

Written by Tulika Das
Updated over a week ago

Upload Attachments

Written by Tulika Das
Updated over a week ago

Set the Job Priority and Timeframe

Learn how to set job priority, and with SLAs enabled see the start by and due by dates automatically fill up or enter them manually instead

Written by Tulika Das
Updated over a week ago

Flag Job for Attention

Written by Tulika Das
Updated over a week ago