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Jobs

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

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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
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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
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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
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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
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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
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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.
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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
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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
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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
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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
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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
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Written by Tulika Das
Updated over a week ago

Delete Jobs

Learn how to delete one or more jobs from your Loc8 system
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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
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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
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Written by Tulika Das
Updated over a week ago

Update Customer Details in a Job

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Written by Tulika Das
Updated over a week ago

Update Tasks Added to Job

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Written by Tulika Das
Updated over a week ago

Upload Attachments

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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
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Written by Tulika Das
Updated over a week ago

Flag Job for Attention

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Written by Tulika Das
Updated over a week ago