The heart of any service management system. Jobs allows you to carry out work for customers both on site & in the workshop. You can record labour hours & materials used, price up and invoice the job. From this list you can view all of your current & historic jobs, as well as creating new ones.

Job List

The job list shows you the following information in a list format:

Job No; Job Type; Site Name; Phone No; Engineer Assigned; Logged Date; Date Date; Current Status

Creating New Jobs

To create a new job from the job list simply click the green ‘New job’ button on the right. You will be taken to the new job wizard to walk you through the process of quickly & easily creating a new job.

Using the Search Bar

Rather than creating new jobs you may be looking for an existing one, to update it, or to check on its status. You can use the search bar to filter the list of jobs by any information contained within the job you are looking for.

• Simply type the information you have and click the ‘search’ button on the right-hand end of the search bar. The list will be filtered by the text you have entered.

Filtering the Job List

As well as typing your own filters in the search bar you can make use of a set of predefined filters available to you.

• Click the blue arrow in the ‘No filter selected’ box at the top of the job list.
• Select the filter you want to apply:

No filter selected Shows all jobs of any status

Unassigned Shows only jobs that require allocation to an engineer

Active Shows all ongoing jobs (work in progress)

Incomplete Shows jobs finished by engineers & can be checked in the office

Ready to Invoice Shows jobs that have been completed & can be invoiced

Cancelled Shows jobs that have been cancelled

All except cancelled Shows all jobs except those that have been cancelled

In the above example, if I select the ‘Incomplete’ filter the list is filtered to show only those jobs that are ready for me to check & complete in the office prior to invoicing.

Sorting the Job List

As well as filtering the list of jobs you can also choose how to sort the list as well.

• To sort the list of jobs click the column heading of the field you wanrt to sort by.
• For example, if you wanted to sort the list by Site Name, click on the word ‘Site’ in the list.
• The list is sorted alphabetically by Site Name and an arrow appears next to the column heading to show how it is being sorted.



• You can also sort in reverse alphabetical order by clicking ‘Site’ again. This will flip the list and show the end of the alphabet first.

Resizing & Reordering Columns

If required you can both reorder the columns as they appear in the list as well as resizing the column widths.

• To resize a column simply hold your mouse over the joins between the columns.
• Your mouse cursor will change to a double headed arrow.
• Click & drag the column join to its new position to increase or decrease the column width as needed.

• To reorder the columns click and hold the column heading of the column you wish to move.
• Drag the column to its new position and let go of the mouse button.
• The column has moved to its new position.

Viewing a Job

To open up a job to view the detail simply click on the blue job number on the left-hand side of the list. This will open the job detail screen.