Overview:
Jobs in Upvise are equivalent to Service Logs in Workbench (not to be confused with what Workbench calls Jobs, which are equivalent to Upvise Projects ).
Jobs are traditionally used for ad hoc service assignments within the scope of a broader Project, e.g. call-outs, maintenance or service requests, etc.
You can customize several areas and options of Jobs using the Options menu item with appropriate access level.
Screen Guide:
Use the dashboard to see key information about your Jobs, including assignments, groupings, and statuses. There are several tabs available to view additional information.
To create a new Job, click the + icon in the top menu bar.
Populate the job with relevant details and requirements. Assign the user you want to complete the job as the Owner.
Click the checkbox in the top menu bar to confirm, or the bin to delete the entry.
There is a “Make Recurring” option to repeat the job at the specified Frequency, up to the specified End Date. This is useful for situations where a predictable routine job must be completed and the details do not change significantly.
The Calendar is useful for viewing existing Jobs by Day, Week, or Month with colour coding and multiple view options. Most conveniently, you can click-and-drag Jobs from one time slot or day to another.
Clicking the Truck icon switches the calendar view to list Equipment/Plant instead of People. To return to the People view, click the icon of the person.
Click the folding Map icon to view jobs in Google Maps.
Next Steps:
You can view a filtered list of Jobs in the Projects screen to manage them by project.