Loc8

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

Introduction to Jobs

Learn how to prepare a job with location details, tasks, charges and attachments, and assign it to your workforce

Create a Job

Learn how to follow up with a new job when the main job that is closed or completed needs additional works for the customer

Create a Follow-On Job

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

Manage your Jobs in Loc8 Mobile

Learn how to track jobs on a calendar to see what's on for your team and plan effectively for any unscheduled appointments

Organising Jobs with the Calendar View

These articles will walk you through jobs and job management including projects and tasks.

Jobs

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

Create a Project for Jobs

Projects

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

Add Tasks

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.

Create Task Templates

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

Modify your View of Added Tasks

Tasks

Learn how to select one or more member of your workforce to complete a job

Assign or Reassign Workforce to a Job

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

Change Job Type

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

View Job History

Learn how to set new appointment for a job and get familiar with rescheduling and cancelling appointments

Schedule, Reschedule or Cancel Job Appointments

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

Delete Jobs

Learn how to manually change job status to closely reflect its stage in the job lifecycle

Change Job Status

Learn how to assign priority levels to jobs to direct your workforce towards completing jobs in order of urgency

Set Job Priority

Update Customer Details in a Job

Update Tasks Added to Job

How to Upload Attachments to Jobs

How to Tag Attachments

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

Set the Job Priority and Timeframe

Flag Job for Attention

Job FAQs

Find answers and get help from Intercom Support and Community Experts

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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