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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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