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Jobs
These articles will walk you through jobs and job management including projects and tasks.
19 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 follow up with a new job when the main job that is closed or completed needs additional works for the 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
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