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 that are required to comple...

• Add Parts to a Job Card

  Prerequisites before completing this procedure 1. Create a job card Procedure 1. Open the job card and click the Add New icon in the parts section 2. Search for the part number or description by typin...

• Add Instructions to a Job Card

  Prerequisites before completing this procedure 1. Create a job card Procedure 1. Open the job card and click the Add New icon in the Instructions section 3. In the instructions window, select the vehi...

• Add Labour to a Job Card

  Prerequisites before completing this procedure: 1. Create a job card Procedure 1. Open the job card and click the Add New icon in the Labour tile 2. The Add Labour tab opens by default 3. Select the l...

• Add a SWOT to a Job Card

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

• Assign & Schedule a User to a Job Card

  Prerequisites before completing this procedure Create a job card Procedure 1. Open the job card and click the menu button on the top left-hand side of the screen 2. Select the Job Assignment option fr...

• Complete the job card actions on web

  Prerequisites before completing this procedure: Create a job card Procedure 1. Open the job card and click the View Page icon in the Instructions tile 2. The instructions page details the instructions...

• Close a Job Card & Send the Invoice

  Prerequisites before completing this procedure Create a job card Complete a job card on mobile Procedure 1. Locate the job card by clicking Job Cards on the home screen 2. Search for the job card on t...

• Split a Job Card

  Background There are a number of different reasons to split a job card: Invoice different companies for some of the parts or labour on the job card Charge parts and labour to different companies So so...

• Create a Job Estimate

  1. To create a Job Estimate, click job cards on the home page 2. Toggle to the job estimate screen by clicking the Job Estimate button on the left-hand side 3. Click New on the job estimate screen 4. ...