Step by step
- Open the job and stay on the Overview tab.
- In Fault and work done (or Job and work done), change the Job type, Summary, Details, Client job reference (freelance jobs), Work carried out or Fix code.
- Press Save changes. You see “Job updated.”
Good to know
Signed by shows who signed and when, “(signed document received)” if the office attached a signed sheet, the reason there is no signature, or “Not signed yet”. It cannot be edited here.
Changes to the work record made by the office are kept in the audit log with the old and new value.
Invoiced and cancelled jobs cannot be changed.
Tips
- Use a consistent Fix code (for example FUSER, PICKUP-ROLLER). It powers What fixed this before and reports.
Works together with
- The job pageEverything about one job in one place: customer and machine, fault and work done, time, parts, readings, files, history, dispatch, charges, job sheet and the buttons to close, send back, reopen or invoice.
- Complete a visit on behalf of the engineerWhen an engineer could not use the app (broken phone, no signal, forgot), the office records the whole visit in one step: real times, work done, checklist, readings and the outcome.
- Audit log: who changed whatA permanent record of important changes: team access, settings, bank details, job rates, contract billing, integrations, API keys, printer agents and payments brought in automatically. Entries cannot be edited or deleted.