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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