Updating a job on the web

If you’re engineers cannot update their jobs on their mobile for whatever reason, then you can update the job when logged in on the web portal.

Read on for a step by step guide to updating your jobs on the web.

From the job dashboard, you can see the first job in the list has not been updated yet.

To update it, click on the job id (or three dots and then view/edit job).

The job details will be shown

To update the job, click the job status dropdown and then select the relevant status for the job.

The mobile apps will automatically cycle between On site, Work done and Completed with any additional checksheet shown as required.

Notes:

• For more information on updating a job on the mobile, check out this support article.
• You can also use the mobile version of the app from the web by clicking Job options > Mobile view

On the web you have additional options such as being able to set that an appointment has not been confirmed.

The available options are shown in the image below

Where

• No status is the default status of the job before being updated.
• Contact un-available can be set to show that the appointment date has not been confirmed
• Once confirmed then the job can be changed to Appointment made
• On-site is available on the web and mobile to denote the job has started
• Work done is typically entered at the end of the job
• Completed shows the job is done

You can also set the job as archived or cancel it.

To update the work done, change the status to Work done.

The work done checksheet will be displayed as per the job template.

Enter the details of the work done and then scroll down and click Update job.

Once the job is complete, change the status to Complete, and then click Update job.

Click the < arrow next the job id to go back to the job list where you will see the job marked as complete.