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Jobs

Jobs

Manage and create jobs in Passport365

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11 articles in this collection
Written by Hannah

Assigning and Scheduling a Job

How to assign an active job to a field worker and schedule the work.
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Written by Hannah
Updated over a week ago

How to Create a Project Job

Using Project Jobs to create individual sub jobs to an overall project
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Written by Hannah
Updated over a week ago

Adding a new job to Passport365

Add a new job, attach a customer using a job template
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Written by Hannah
Updated over a week ago

Creating a Job Sheet or Job Report

Using Passport365 to create a job sheet prior to work commencing and a job completion report.
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Written by Hannah
Updated over a week ago

Filtering Jobs

Using filters to change the display of jobs and how to export jobs
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Written by Hannah
Updated over a week ago

Exporting Jobs

Using Passport365 to export a customised .xls report of jobs
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Written by Hannah
Updated over a week ago

File batch download

Download multiple files through the 'Files and Notes' section
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Written by Hannah
Updated over a week ago
Recurring Jobs

How to set up a recurring job

Setting up jobs that occur regularly is simple in Passport365 and can be custom defined.
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Written by Hannah
Updated over a week ago

Add documents to all recurring jobs

How to add a document or images to the master and all child recurring jobs
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Written by Hannah
Updated over a week ago

How to batch delete a recurring job

How you delete a particular instance of a recurring job or the full recurring job
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Written by Hannah
Updated over a week ago

Batch update the status of a recurring job

How to batch update the status of one or multiple instances of your recurring job
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Written by Hannah
Updated over a week ago