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...

• Issue a Credit Note against a Job Card

  Background A credit note is evidence of a reduction in the amount that a buyer owes a seller under the terms of an earlier invoice. The credit note is evidence of the reduction in sales when parts or ...

• 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...