Passport365

How to assign an active job to a field worker and schedule the work.

Assigning and Scheduling a Job

An overview of what you can do with the Passport365 profit and loss module.

Profit & Loss overview

Save time on data duplication and convert a job to a quote

Converting jobs to quotes

How to add revisits to already scheduled jobs.

Adding revisits

All day job bookings

How to batch import jobs using the automatic upload .xls template

Importing jobs via Excel

Viewing site history

Using Project Jobs to create individual sub jobs to an overall project

How to Create a Project Job

Add a new job, attach a customer using a job template

Adding a new job to Passport365

Using Passport365 to create a job sheet prior to work commencing and a job completion report.

Creating a Job Sheet or Job Report

Using filters to change the display of jobs and how to export jobs

Filtering Jobs

How to open job sheets and job reports on Google Chrome

Using Passport365 to export a customised .xls report of jobs

Exporting Jobs

Download multiple files through the 'Files and Notes' section

File batch download

Sophie Thomson

Jobs

Setting up jobs that occur regularly is simple in Passport365 and can be custom defined.

How to set up a recurring job

How to add a document or images to the master and all child recurring jobs

Add documents to all recurring jobs

How you delete a particular instance of a recurring job or the full recurring job

How to batch delete a recurring job

How to batch update the status of one or multiple instances of your recurring job

Batch update the status of a recurring job

Recurring Jobs

How to use the Online Booking Form to request jobs

Using the Online Booking Form

Setting up the Online Booking Form

Online Booking Form

Login to Passport365

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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