Job Cards

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

• 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. Open the job card and click on the Add icon in the Parts Summary section On clicking the ‘Add’ symbol, a dialogue box will...

• Add Instructions to a Job Card

  Prerequisites before completing this procedure A job card must exist before instructions can be added Open the job card by clicking on the job cards icon on the home page, and either entering the job ...

• 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 On clicking the ‘Add’ symbol, a dialogue box will open Labour c...

• 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 Open the job card and click the menu button on the top left-hand side of the screen A sub-menu will open as shown.  Select 'JOB ASS...

• Complete the job card actions on web

  Prerequisites before completing this procedure: A job card must exist A SWOT must exist Procedure Open the job card and click on the Add icon in the Labour Summary section On clicking the ‘Add’ symbol...

• 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 Open the job card and click on the job card details to review the instructions on the jo...

• 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

  To create a Job Estimate, click JOB CARD icon on the home page Select the menu expand button on the job card page: and then select the ESTIMATE icon as shown below: This action will open the JOB ESTIM...