Jobs & Field
- Plan recurring service workRecurring work needs a clear scope, schedule and review process so future visits remain deliverable.
- Schedule and assign a jobA good assignment includes the right person, time, location and agreed scope.
- Reschedule a customer visitUpdate the work record as well as the customer conversation when a visit changes.
- Complete a field job with evidenceCompletion should reflect the work actually delivered and the evidence your business requires.
- Check pending field updatesBefore leaving a device or signing out, make sure your work and evidence have reached the workspace.
- Record materials used on a jobAccurate material records help the office review the work and prepare the correct billing details.