Job Folder

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Customer & Job Information - Overview

In your Job Folder you can find the Job Information Tab and the Attachments Tab.


Job Information:
- In this area you can access and edit informations such as: Address, Start Date, Start Time and Job Duration.

Customer Information:
- In this area you can access and edit informations such as: Customer Name, Billing Address, Phone Number and Email.

Participants:
Add participants such as drivers that are assign for that job. Simply type in the box and select from drop down menu.

Comments:
Type in the Comments tab to communicate with your employees in the field in real time

Dispatcher's Note:
Area exclusive for the dispatcher to add important information that he/she will need for that specific job. The information in this box is not available to the mobile employees in the field.


Attachments: In this area the dispatcher can add/view photos and documents specific for that job.


Traffic-Map: Check traffic in the Map and Hide or put it Full Screen for detailed information. You can even switch to Satellite view.

Estimates - Overview

Creating a New Estimate

Navigate to the Estimate tab and click on the "+ Add New Estimate" button. 

- The Customer Information field should be filled when you're creating a new job. 
- Estimate# is a unique identification for the estimates created. 
- Specify the Estimate Expiry Date from the respective field.
- Insert the quantity of products/visits for this job.
- Insert the Unit/Visit Cost.
- Apply a Tax rate to the item/visit in the tax field.
- The total amount will automatically be generated.
- Easily email the estimates and once approved, change the status from Pending to Approved/Reject by clicking on Approve or Reject if the estimate was not accepted by client. 
- Once your estimate is approved, you can easily create an invoice by clicking on Generate Invoice button on top of the screen.