Job Cards

Create Job Cards, Create Job Estimates, Add Labour to Job Cards, Add Parts to Job Cards, Print Job Cards

• Clocking Management

  Note: Clocking Management can now be accessed from within a Job Card, removing the need for superadmin permission.  1. Enable the Clocking Management setting by accessing the profile.  Tick clocking m...

• Create a Job Card

  A job card is a detailed description of the work that is performed for a work order. Operations that are on the job card include: Items to be completed during the job Parts required to complete the wo...

• Add Parts to a Job Card

  Prerequisites before completing this procedure A job card must already exist. 1. Open the job card and click on the Add icon in the Parts Summary section. 2. A dialogue box will open.  3. You can sear...

• Add Instructions to a Job Card

  Prerequisites before completing this procedure A job card must exist before instructions can be added 1. Open the job card and click on the Add icon in the Instruction Summary section.   2. A new scro...

• Add Labour to a Job Card

  Prerequisites before completing this procedure: A job card must exist   1. Open the job card and click the Add New icon in the Labour tile.  2. A dialogue box will open.   3. Ensure that the ‘ADD LABO...

• Add a SWOT to a Job Card

  A SWOT is a standard repair job with expected labour hours to complete. Single line SWOT - single repair task with an associated time and labour rate Consolidated SWOT - made up of multiple repair tas...

• Assign & Schedule a User to a Job Card

  Prerequisites before completing this procedure A job card must exist 1. Open the job card and click the menu button on the top left-hand side of the screen. 2. A sub-menu will open as shown.  Select '...

• Close a Job Card & Send the Invoice

  Prerequisites before completing this procedure A job card must exist Complete the job card on the mobile device 1. Open the job card and click on the job card details to review the instructions on the...

• Split a Job Card

  The need to split a job card (i.e., to create two job cards from one) can arise for a number of reasons, for example:  Split the job card costs between two (or more customers) Assign the charges for p...

• Create a Job Estimate

  1. To create a Job Estimate, click JOB CARD icon on the home page. 2. Select the ESTIMATE icon. 3. This will open the JOB ESTIMATES page, which will include OPEN ESTIMATES, SHARED ESTIMATES, CONVERTED...