Jobs (Field Services)
Connect your office to the field. Learn to create jobs, assign workers, and track real-time progress. Includes guides for workers using the external Jobs Portal.
General Contractor (GC) View
- Understanding the Job Management Workflow
- How to Assign a Worker to a Job
- How to Send or Schedule a Job for a Worker in Dispatch Mode
- How to Use the Jobs or Tasks Calendar View
- How to Add a Checklist of Tasks to a Job
- How to Recall a Job
- How to View Job History
- How to Manage Task Dependencies and Multiple Assignees
- How to Track Time on Jobs or Tasks
- Understanding Job Modes (Dispatch vs. Task Modes)
- How to Create a New Job or Task
- How to Track Job or Task Progress in Real-Time