tag:userecho.com,2024-03-28:/feeds/topics/en//JobFlow from NetValue2023-12-19T11:49:05+00:00tag:jobflow.userecho.com,2023-12-19:/communities/1/topics/151-best-point-of-sale-system-restaurant-management-software/2023-12-19T11:49:05+00:002023-12-19T11:49:05+00:00Best Point of sale system Restaurant management software [ideas] <p>TeCounter <strong><a href="https://tecounter.com/point-of-sale.html">point of sale software</a></strong> , equipped with an extensive array of 100 features, has been meticulously crafted to efficiently oversee a network of restaurants from a centralized head office.</p><p style="text-align: center;"><img alt="point of sale software" src="/s/attachments/19769/1/117/bb32ff8bff24830ee43e6208dbb3ef01.jpg" style="width: 160px;" width="160"></p><p><br></p><p> The user-friendly functionalities grease the optimization of frontal- of- house conditioning, similar as order processing, table association, a variety of payment options, inventory monitoring, and report generation. also, it offers the capability to oversee fidelity enterprise, gift card programs, and client data operation.</p><p></p><p>Ph. no : +91-96060 55490<br>visit our website for more info : <a href="http://www.tecounter.com">www.tecounter.com</a><br>Write to sales@khasso.in</p><br/><br/>suggested by: Tecounter SoftwareTecounter Softwarehttps://jobflow.userecho.com/users/117-tecounter-software/topics/tag:jobflow.userecho.com,2021-11-08:/communities/1/topics/144-advice-on-which-program-to-use-for-invoicing/2021-11-08T10:28:17+00:002021-11-08T10:28:17+00:00Advice on which program to use for invoicing [questions] <p>Hello,</p><p>I want to create an invoice system for sequential Work Orders that automatically lookup description and cost of items in a 184979 line calc spreadsheet. I current use vlookup to return the information correctly but think a database would be better suited for generation of reports, printed invoices and work orders. I have programmed some with dBase3 and more extensively with Approach. I have no real experience with SQL or Access/Base. I have viewed quite a few of the tutorials on YouTube but still thought it wise to ask someone with more database experience than I, which would be almost anyone .</p><p><br></p><p><br></p><p>Thanks</p><p>I didn't find the right solution from the internet.<br>References:</p><p><a href="https://forum.openoffice.org/en/forum/viewtopic.php?f=49&t=75842">https://forum.openoffice.org/en/forum/viewtopic.php=49&t=75842</a></p><p><a href="https://blog.advids.co/20-stunning-industrial-animation-video/">Industrial Animation Video</a></p><p><br></p><br/><br/> Yasmine Mohamed replied:<br/><p><a href="https://www.hoxtonarches.com/venue-hire-east-london/">view</a></p>Harry Jenkinshttps://jobflow.userecho.com/users/59-harry-jenkins/topics/tag:jobflow.userecho.com,2021-03-10:/communities/1/topics/21-job-card-type-baling-add-a-bale-size-field/2021-03-10T01:29:43+00:002021-03-10T01:29:43+00:00Job Card Type "Baling" - Add a Bale Size Field [ideas] [completed]<p>When loading a Job which uses the Job Card Type "Baling" please add a field for Bale Size.</p><br/><br/> Ice111 acea replied:<br/><p><strong>Computer glasses</strong></p><p><a href="https://www.cyxus.com">Computer Glasses</a> are made from toughened glass or polycarbonate that has been specially molded to fit the computer screen for ultimate protection against scratches and breaks. Computer Glasses differ from traditional reading glasses or sunglasses in several ways to maximize your vision when watching your computer screen. Computer screens are typically placed 20 to 26 inches away from the user's eyes. They are also available with UV protection, anti-glare protection, anti-scratch, and anti-gloinkle protection. It is possible to get Computer Glasses with prescription in black, red, blue, green, yellow, purple, brown, and two color schemes i.e. amber and clear.</p>Rusty Khttps://jobflow.userecho.com/users/4-rusty-k/topics/tag:jobflow.userecho.com,2017-09-20:/communities/1/topics/17-invoice-comment-field/2017-09-20T21:30:28+00:002017-09-20T21:30:28+00:00Invoice Comment Field [ideas] [completed]<p>Be awesome if we could have a Invoice Comment Field so Job Comments as well as other notes that we want the client to see can be added here and passed through to Xero and printed on the Invoice information for non-Xero customers</p><br/><br/> Rusty Knutson replied:<br/><p>Done.</p>Rusty Khttps://jobflow.userecho.com/users/4-rusty-k/topics/tag:jobflow.userecho.com,2017-09-20:/communities/1/topics/24-scheduler-group-jobs-by-area/2017-09-20T21:29:21+00:002017-09-20T21:29:21+00:00Scheduler - Group Jobs by Area [ideas] [completed]<p>It would be fantastic if we could group jobs at a site location level by area so if we are travelling into that area we can see a job type eg "Maize Silage" all Job types by an area. This allows each contractor to define these as they like but not miss a job while working in an area. </p><br/><br/> Rusty Knutson replied:<br/><p>We now have a map view in the scheduler.</p>Rusty Khttps://jobflow.userecho.com/users/4-rusty-k/topics/tag:jobflow.userecho.com,2017-09-20:/communities/1/topics/26-travel-time-to-job-add-as-standard-for-every-task/2017-09-20T21:28:46+00:002017-09-20T21:28:46+00:00Travel time to Job - add as standard for every task [ideas] [declined]<p>Sometimes Travel Time is billable and other times you just want to know how much time the travel is taking to get to a job. Is there a way this could be standard against each task as they all have to travel to job?</p><br/><br/> Rusty Knutson replied:<br/>Rusty Khttps://jobflow.userecho.com/users/4-rusty-k/topics/tag:jobflow.userecho.com,2017-09-20:/communities/1/topics/12-paddock-identification-job-level/2017-09-20T21:27:41+00:002017-09-20T21:27:41+00:00Paddock Identification- Job level [ideas] [completed]<p>This one made it in the top 6 requests at Fieldays and RCNZ conference. Be great to have the ability to identify the paddock job was carried out on and for this information to be passed through to the invoice when billed.</p><p><br></p><p>We are re-arranging the order number field to record "Key Information" i.e the paddock id, keyword and/or order number and we are looking at moving this to differentiate the job or task in lists. eg John Smith - Spraying - P33, Headstart..#987654. </p><p><br></p><p>You can also use Job Comments to record the Paddock information, the advantage of the order number field is that this is limited in size and should be able to be added to help identify the job in the list as well as pass through to the invoice. </p><br/><br/> Rusty Knutson replied:<br/>anonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2017-09-20:/communities/1/topics/11-default-site-address-when-creating-a-job/2017-09-20T21:27:07+00:002017-09-20T21:27:07+00:00Default site address when creating a job [ideas] [completed]<p>When adding a job one of the improvements requested is to add a default site address - if there is none selected as default you will need to add a site address.</p><br/><br/> Rusty Knutson replied:<br/>anonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2017-09-20:/communities/1/topics/41-job-cards-job-sheets-printed-templates-need-review/2017-09-20T21:26:44+00:002017-09-20T21:26:44+00:00Job Cards / Job Sheets Printed Templates - need review [ideas] [completed]<p>A number of customers have raised the improvements for the printed Job Cards/ Job Sheets like:</p><p>- can the print be darker, the grey is hard to read?</p><p>- can these be edited?</p><p>- can the task show as prominent as the Job Type at the top?</p><p>- can the information the worker/operator sees and fills in include eg. no of bales, qty of wrap or cover, as well as the hectares and hours (be great if this could be linked to /grouped with a task, so only relevant product and qty's required are displayed on a task by task basis)?</p><p>-can we "hide" the fields we dont use so as to not clutter up the Job Card / Job Sheet?</p><p>-can we have our logo on this?</p><p>-can information be better organised on the sheet?</p><br/><br/> Rusty Knutson replied:<br/><p>Our new styling guru Tatiana has reworked the job cards. We hope you like them. We haven't forgotten that some of you do still want to be able to put your logo on job cards.</p>Rusty Khttps://jobflow.userecho.com/users/4-rusty-k/topics/tag:jobflow.userecho.com,2017-09-20:/communities/1/topics/40-scheduler-only-shows-job-as-one-block-on-calendar-can-this-be-split-out/2017-09-20T21:24:35+00:002017-09-20T21:24:35+00:00Scheduler - only shows Job as one block on calendar, can this be split out [ideas] [completed]<p>Thanks Nigel (and others) for raising this one..<span>Scheduler - only shows Job as one block on calendar, can this be split out</span>?</p><br/><br/> Rusty Knutson replied:<br/><p>Thanks Nigel for putting up this idea. Its done.</p>Rusty Khttps://jobflow.userecho.com/users/4-rusty-k/topics/tag:jobflow.userecho.com,2017-09-20:/communities/1/topics/36-add-a-secondary-billing-contact/2017-09-20T21:23:22+00:002017-09-20T21:23:22+00:00Add a secondary billing contact [ideas] [completed]<p>Roz has askedd to add a secondary contact to pass through to Xero to get a copy of the invoice too (eg an accountant or office person), this will then marry up with xero and add another person. (note we discovered Xero only allows the second person to get emails if the primary contact has an email address)</p><br/><br/> Rusty Knutson replied:<br/><p>Done. Thanks Roz for raising this.</p>anonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2017-09-20:/communities/1/topics/48-more-information-on-the-confirm-actuals-screen-to-help-the-mobile-operator-determine-actuals/2017-09-20T21:22:27+00:002017-09-20T21:22:27+00:00More information on the 'confirm actuals' screen to help the mobile operator determine actuals [ideas] [completed]<p>Thanks Roz for capturing this one.</p><p><br></p><p>The suggestion is that we need to provide mobile operators with more information on the 'confirm actuals' screen to allow them to complete the fields on that screen. Options include:</p><ul><li>Move the operator log from the current task start screen to the confirm actuals screen so that it can be used to inform the actuals at the time they're completed</li><li>Add a calculated field for total downtime to the 'confirm actuals' screen (beside the total logged time figure that's already there) so that the operator can quickly get an estimate of total downtime on the job. Of course this will not necessarily all be non-billable time so some care would still be needed in interpreting this figure.</li></ul><p>What do you think?</p><br/><br/> Rusty Knutson replied:<br/>Rusty Khttps://jobflow.userecho.com/users/4-rusty-k/topics/tag:jobflow.userecho.com,2017-09-20:/communities/1/topics/104-invoice-notes-flow-through-to-xero/2017-09-20T21:21:05+00:002017-09-20T21:21:05+00:00Invoice notes flow through to Xero [ideas] [completed]<p><span>When entering an Invoice note on Jobflow, is it possible to have it placed at the top of the Xero invoice items, rather than the bottom? This way the job description will be explained before all of the items are listed on the invoice?? </span></p><br/><br/> Rusty Knutson replied:<br/>Karl Shttps://jobflow.userecho.com/users/22-karl-s/topics/tag:jobflow.userecho.com,2017-09-20:/communities/1/topics/137-comments-section-when-entering-data/2017-09-20T20:47:42+00:002017-09-20T20:47:42+00:00Comments section . When entering data [questions] [answered]<p>When I am reviewing jobs and entering the actual hrs etc for invoicing. We often buy in material e.g. gravel, rock, novaflowl etc it would great if we could write a comment regarding where its from etc. Also when entering tasks, it would be a good idea to be able to write comments e.g load counts. doesn't necessary need to be printable, .</p><p><br></p><p>Also another quick thing, is it possible to add another task not normally associated with the task, or do we have to go and change the template everytime.</p><p><br></p><p>Many thanks</p><p><br>Carol</p><br/><br/> Rusty Knutson replied:<br/><p>Comments can now be added to a job by both admins and driver/operators. task notes have also been introduced. Thanks Carol for the great suggestions.</p>Carol Potterhttps://jobflow.userecho.com/users/57-carol-potter/topics/tag:jobflow.userecho.com,2017-09-20:/communities/1/topics/142-photos-attached-to-jobs/2017-09-20T20:42:21+00:002017-09-20T20:42:21+00:00Photos attached to jobs [ideas] [completed]<p>Would it be possible to have the ability to add a photo to the job/job card?</p><p>Like say the person booking and setting up the job could add a photo of the entrance to the property if it is something tricky to recognise?</p><p>Or maybe an operator mowing a paddock finds a wet spot or a dangerous object and they could take a photo and add it in the comments?</p><p>Or a broken post someone needs to go back and repair? </p><br/><br/> Rusty Knutson replied:<br/><p>This feature suggestion has been actioned and has been released. The first step allows documents to be added to a site by an admin (and viewed by driver/operators) but there will be further developments that allow driver/operators to add pictures and other documents to jobs). Thanks again Ryan for contributing this great idea.</p>Ryan Bhttps://jobflow.userecho.com/users/58-ryan-b/topics/tag:jobflow.userecho.com,2017-09-20:/communities/1/topics/143-add-a-duplicate-task-from-the-scheduler-time-saver/2017-09-20T20:28:56+00:002017-09-20T20:28:56+00:00Add a duplicate task from the scheduler (time saver) [ideas] [under review]<p>We have been discussing the possibility of benefits job flow may provide us by the addition of adding to the Scheduler a “<b>+Task</b>” button for our managers to use. They are wanting the “<b>+Task</b>” button to be used similarly to how the “+Day” button works. </p><p> </p><ul> <li>The <b>“+Task</b>” button would repeat the same task, complete with the resources already assigned to it for the next day. </li></ul><p> </p><ul> <li>The <b>“+Task” </b>button would have the flexibility to the allow the managers to either keep the existing resources assigned to the task or change them if required. </li></ul><p> </p><ul> <li>In the ”job screen” it would show the same task, same resources, but with next day’s date assigned to it. </li></ul><p> </p><ul> <li>The point of difference would be that any hours worked on the original task would <b><i><u>Not be carried forward </u></i></b>using the “<b>+Task</b>” button. </li></ul><p> </p><ul> <li>Our operators would complete/finish their task each day regardless of whether the whole task was finished or not - not just ”pause.” </li></ul><p> </p><p>We then see the hours worked for each individual task each day on the “job screen” instead of having to go into the activity log and separate out the hours worked each day. </p><p> </p><p>Now we understand by doing this there may be a very long list of the same tasks showing up in the job screen because of this. So, to assist in reducing this issue for billing/invoicing purposes, we have come up with the idea of adding (only on the “job screen”) a <b>“+Total task calculation” </b>button. </p><p> </p><ul> <li>The “<b>+Total task calculation” </b>button would have the capability to allow us to choose or select which tasks we wanted to calculate together for total hours or hectares worked for that same task. </li></ul><p> </p><ul> <li>We are thinking it could be located at the bottom of the Job screen alongside the current buttons for “save job”, “+add job”, “duplicate job”, “duplicate with assignments”, etc </li></ul><p> </p><ul> <li>The total hours for the task would or could then be shown in the “Job summary section” in “Job Review” view on screen before being invoiced out. </li></ul><br/><br/> Rusty Knutson replied:<br/><p>What do others think of this idea? Would it save you time?</p>Rusty Knutsonhttps://jobflow.userecho.com/users/12-rusty-knutson/topics/tag:jobflow.userecho.com,2017-09-06:/communities/1/topics/59-time-clock-timesheets-for-daily-tasks/2017-09-06T01:16:26+00:002017-09-06T01:16:26+00:00Time clock / TimeSheets for Daily Tasks [ideas] [under review]<p>Hi Wendy,</p><p>Would it be possible to set a daily default time clock for everyone so that the first task everyday is arrive at work. This can then replace a time sheet or at the moment just record the daily time sheet and run in the background behind the tasks for the day. </p><br/><br/> Rusty Knutson replied:<br/><p>Everyday we get a little closer to starting this piece of work... but we're not there yet. We know it would add value so we won't forget!</p>Dionnehttps://jobflow.userecho.com/users/11-dionne/topics/tag:jobflow.userecho.com,2017-06-26:/communities/1/topics/139-week-calendar-in-mobile-view/2017-06-26T04:03:03+00:002017-06-26T04:03:03+00:00week calendar in mobile view [ideas] [under review]<p>It would be nice to be able to flick from the day view out to a week view so operators can see the work load a few days ahead and plan for where they will be on certain days</p><br/><br/> Rusty Knutson replied:<br/><p>As usual you're on the money Ryan. When we moved from the old Scheduler to the new one we lost some functionality in the form of the resources view. Its always been our intent to re-instate this functionality and its in our development plans for later this year (hopefully).</p><p><br></p><p>How would it be if we were to show resource workloads in a calendar format for today, tomorrow and this week? </p><p>One further thought we've had is that this view may also be able to be used for ordering of tasks so that job(task) cards can be printed in the correct order. This might allow us to merge the resources and queue views.</p>Ryan Bhttps://jobflow.userecho.com/users/58-ryan-b/topics/tag:jobflow.userecho.com,2017-06-26:/communities/1/topics/140-search-for-a-specific-operators-job-cards-over-the-whole-day/2017-06-26T03:58:30+00:002017-06-26T03:58:30+00:00search for a specific operators job cards over the whole day [ideas] [under review]<p>In the jobs cards menu can we search for an operator so I can print all their job cards (even across multiple tasks) for the day </p><br/><br/> Rusty Knutson replied:<br/><p>Another good idea Ryan. The job cards area is one we've been looking at again over the past few weeks. Though we've yet to settle on the best approach to this going forward, its definitely on our minds (well Di our BA is definitely thinking about it :-)). We're not sure yet when this will be worked on but the change from job based scheduling to task based scheduling means we need to look at it again. Watch this space.</p>Ryan Bhttps://jobflow.userecho.com/users/58-ryan-b/topics/tag:jobflow.userecho.com,2017-06-26:/communities/1/topics/138-email-alerts-for-operators-once-a-new-task-has-been-added-against-their-name/2017-06-26T03:51:14+00:002017-06-26T03:51:14+00:00email alerts for operators once a new task has been added against their name. [ideas] [under review]<p>It would be great to have email alerts - or app alerts if an app is being built to that a user or operator is notified once a task has been added against their name, ether for that day or days ahead</p><br/><br/> Rusty Knutson replied:<br/><p>Great idea Ryan. Its also one we've heard from others. Its unlikely that this suggestion will make it into the first release of the mobile offline app but its certainly on our radar for a follow-up release.</p>Ryan Bhttps://jobflow.userecho.com/users/58-ryan-b/topics/tag:jobflow.userecho.com,2017-06-26:/communities/1/topics/141-create-and-complete-a-task-on-the-fly/2017-06-26T03:49:22+00:002017-06-26T03:49:22+00:00Create and complete a task on the fly [ideas] <p>Thanks to Hayden for suggesting this at the recent rural contractors conference. His idea was to allow a driver/operator to create and complete an 'orphan task' on a mobile device. This would allow the driver/operator to record actuals against the task. Someone back in the office could then sort out whether this task belongs to an existing job or whether a new job should be created.</p><p><br></p><p>If executed, this idea would cover the following situations:</p><ul><li> where the driver/operator is unable to receive a new job (due to no cell cover) but where the customer wants extra work done while he's on site</li><li>Where the dispatcher/scheduler can relay a new job by RT but can't send the job to a mobile device due to lack of cell cover</li></ul><br/><br/>suggested by: Rusty KnutsonRusty Knutsonhttps://jobflow.userecho.com/users/12-rusty-knutson/topics/tag:jobflow.userecho.com,2017-05-18:/communities/1/topics/103-contact-data-in-xero-updated-by-jobflow/2017-05-18T03:37:20+00:002017-05-18T03:37:20+00:00Contact data in Xero updated by JobFlow [questions] [answered]<p>Dionne asked:</p><p>In Xero I seem to have lost some of our telephone numbers and addresses may have changed to what we have in Jobflow. Would this be possible? If so would it be possible to make Xero keep any info stored in there as unable to overwrite?</p><p><br></p><p>How many other Xero users would prefer that JobFlow Customer information DOESNT change Contact information in Xero?</p><p><br></p><br/><br/> Rusty Knutson replied:<br/>anonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2017-05-15:/communities/1/topics/98-scheduler-1-day-feature/2017-05-15T20:28:33+00:002017-05-15T20:28:33+00:00Scheduler +1 day feature [ideas] [completed]<p>Darcy had a great idea the other day when I visited. His suggestion was that as weather often interrupts their work a '+1 day' button that shifted the whole schedule out by a day would be a real time saver.</p><br/><br/> Rusty Knutson replied:<br/>Rusty Knutsonhttps://jobflow.userecho.com/users/12-rusty-knutson/topics/tag:jobflow.userecho.com,2017-03-06:/communities/1/topics/80-search-boxes-stay-in-my-worked-by-column-on-a-job-how-do-i-remove-these/2017-03-06T02:27:41+00:002017-03-06T02:27:41+00:00Search boxes stay in my worked by column on a job- how do I remove these? [bugs] [fixed]<p>Dionne raised this one, its a goodie but an oldie that was raised by some of our first customers however we all got used to the work arounds sometimes that we forget they need to be fixed good! thanks Dionne a fresh pair of eyes has brought this one to the surface!</p><p><br></p><p>When assigning resource in the "worked by" column we can be left with some "search" boxes which when the job is saved stay there - can these be removed?</p><br/><br/> Rusty Knutson replied:<br/><p>This issue was fixed in release 3.2.0 in February 2017</p>anonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2017-03-06:/communities/1/topics/64-invoicing-add-ability-to-be-able-to-select-and-change-multiple-jobs-to-status-invoice/2017-03-06T02:23:04+00:002017-03-06T02:23:04+00:00Invoicing - add ability to be able to select and change multiple jobs to status 'Invoice' [ideas] [completed]<p>Kath from Mehrtens (and Roz at Finch in March obo Darcy) asked if we can add the ability to select multiple jobs from the jobs with "review" status to bulk update to "invoice" status. We had looked at in-line editing of the status, a multi-select and update would be even better!</p><p><br></p><p>At the moment you have to open the job, change the status and save - repeating this for every job is onerous.</p><br/><br/> Rusty Knutson replied:<br/><p>This new feature was completed and released in version 3.2.0 in February 2017</p>anonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2017-03-06:/communities/1/topics/101-printed-job-cards-not-showing-worker-when-printing-in-multiple/2017-03-06T02:14:20+00:002017-03-06T02:14:20+00:00Printed Job Cards - not showing worker when printing in multiple [ideas] [completed]<p>Thanks Katie and the team for highlighting this one...</p><p><br></p><p>A worker is scheduled against the job and can be seen in the job details <span><a href="https://prod.jobflow.nz/#/jobs">https://prod.jobflow.nz/#/jobs</a></span>, we can also print this single job card from the job details page and it shows the worker.</p><p><img src="/s/attachments/19769/1/1/114e25094dca2086637ebf8499e06606.png"><span><br></span></p><p><br></p><p>However when printed from the Job Cards page, with the rest of the job here <a href="https://prod.jobflow.nz/#/jobcards/">https://prod.jobflow.nz/#/jobcards/</a> it doesnt show the worker.<br></p><p><br></p><p><img src="/s/attachments/19769/1/1/2dd7920e1a47ab303bb3d892d8fbef2e.png"><br></p><br/><br/> Rusty Knutson replied:<br/><p>This issue was fixed in release 3.2.0</p>anonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2017-01-31:/knowledge-bases/2/articles/102-understanding-item-and-gl-account-codes-xero-integration/2017-01-31T01:00:56+00:002017-01-31T01:00:56+00:00Understanding Item and GL Account Codes (Xero Integration) [articles] <p><strong>Overview</strong></p><p>JobFlow can trigger either your item code and/or GL Code to show in Xero on your draft invoice.</p><p><br></p> <p><strong> </strong></p> <p><strong>Where can I set the item/GL account codes?</strong></p> <ul><li><strong>Tasks:</strong> When creating a job template (in Settings)you can select the item/GL account code on the task line. </li><li><strong>Services, Products, Materials</strong>: In settings, under stock you can select the item/GL account code from the stock list.</li></ul> <p><strong> </strong></p> <p><strong>Where can I change the item/GL account codes if different to normal for one job?</strong></p><p>·Reviewinga Job for Invoicing: when a the job status is “Review” you will be able tosee the item and GL account code in the job details. Check and change thesehere before changing the status to “Invoice”<br></p><p><br></p> <p><strong>What happens if my Code changes in Xero?</strong></p> <p>You will get a message in JobFlow to say that code cannot be found and the option to “clear” or “highlight” the codes – the latter are highlighted in a red font.</p><p><br></p> <p><strong>Do I have to select both the item code and the GL account code?</strong></p> <p>No, the item code alone is enough in most cases. The Item code (without the GL account code) in JobFlow will pass through to Xero, Xero will then call up and show the GL account Code.</p> <p>Only enter the GL account code if you are not using item codes or you would like the line item to go through to another GL Code (a different GL Code to what the item code would use)</p><br/><br/>suggested by: anonymousanonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-12-05:/communities/1/topics/100-use-jobflow-to-reduce-stock-without-showing-on-billinginvoicing/2016-12-05T23:00:01+00:002016-12-05T23:00:01+00:00Use JobFlow to reduce stock - without showing on billing/Invoicing [ideas] <p>Katie asked how stock can be reduced when used - without being sold or appearing on an invoice to keep track of stock on hand. Who else would use/requires this functionality?</p><br/><br/>suggested by: anonymousanonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-12-02:/communities/1/topics/66-admin-and-operator-access-for-one-person/2016-12-02T02:41:16+00:002016-12-02T02:41:16+00:00Admin and Operator Access for one person [bugs] [not a bug]<p>Nigel ( as well as Steve and Adam) will all need two levels of access- administrator and operator. Nigel has booked a job form him to do and cant see this under his login on mobile view. </p><p>-do they need two logins (operator shows tasks & admin)</p><p>-can they be both operator and admin and use one login?</p><br/><br/> Rusty Knutson replied:<br/><p>I'm not sure that this issue is still 'in play'? Essentially each view has a different web address ie</p><p>for admin users its:</p><p><span><a href="https://prod.jobflow.nz/#/dashboard">https://prod.jobflow.nz/#/dashboard</a></span><br></p><p><br></p><p>for mobile operators its;</p><p><span><a href="https://prod.jobflow.nz/mobile.html#/queue/">https://prod.jobflow.nz/mobile.html#/queue/</a><br></span></p><p><span><br></span></p><p><span>Each person only needs one username/password and this can be used for <u>both</u> views if they have the right permissions for that view. As an example if a driver with only mobile operator lvl permissions tries to login to the admin address they will be rejected but if Nigel uses either address his single username/password will work.</span></p>anonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-12-02:/communities/1/topics/99-hi-rusty-while-you-are-working-on-that-one-could/2016-12-02T00:44:02+00:002016-12-02T00:44:02+00:00Hi Rusty, while you are working on that one could... [ideas] [completed]<p>Hi Rusty, while you are working on that one could you look at jobs moving from scheduled to completed automatically once all the tasks have been completed? This would take them out of the Schedule and un-clutter that window instead of waiting until the status is physically changed in the office.</p><p>Alternatively would it be possible to change the status easily in the Job tab view instead of going into each job individually.</p><br/><br/> Rusty Knutson replied:<br/><p>Great idea Dionne! We've actioned this idea and it has now been released.</p>Dionnehttps://jobflow.userecho.com/users/11-dionne/topics/tag:jobflow.userecho.com,2016-12-02:/communities/1/topics/55-add-a-job-reference-key-reference-to-differentiate-jobs-in-job-lists-calendar-etc/2016-12-02T00:36:17+00:002016-12-02T00:36:17+00:00Add a Job Reference / Key Reference to differentiate jobs in job lists, calendar etc [ideas] [completed]<p>This is connected to Paddock Identification which was one of the top requested items at the fieldays. In JobFlow where jobs are listed, on mobile view and on the calendar we need a better way of differentiating jobs that the current job type. </p><br/><br/> Rusty Knutson replied:<br/>anonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-12-02:/communities/1/topics/78-related-jobs-on-resource-the-show-related-jobs-isnt-working/2016-12-02T00:34:24+00:002016-12-02T00:34:24+00:00Related Jobs - on resource the show related jobs isnt working. [bugs] [fixed]<p>when you go to a resource eg a worker related jobs arent showing. this used to be a good record of hours for a worker. can this be fixed? [JIRA# jbflow-430]</p><br/><br/> Rusty Knutson replied:<br/>anonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-12-02:/communities/1/topics/13-site-information-eg-health-safety-farmcustom-map/2016-12-02T00:30:00+00:002016-12-02T00:30:00+00:00Site Information eg. Health & Safety, Farm/Custom Map [ideas] [completed]<p>Another one in the top 6 request at Fieldays and RCNZ conference. Each site should store information relating to the site eg Custom Map (where is my entry point to the farm from the road), Farm Map (where do I go to get to paddock/location when on farm) or Health & Safety Information about the site. </p><p><br></p><p>We are reinstating the "add a custom map" feature to the site locations - this will allow a single image ( .jpg, .png) added BUT will replace the google map directions. While you could use this having your H&S information available in a dropbox (or cloud based storage) and linking to this from "Job Notes" is the reccomended work around at this point.<br></p><p><br></p><p><br></p><br/><br/> Rusty Knutson replied:<br/>anonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-12-02:/communities/1/topics/81-tasks/2016-12-02T00:24:03+00:002016-12-02T00:24:03+00:00Tasks [ideas] [completed]<p>It would be really useful to be able to get a report of a resource (Driver) by task by date range. is this possible.</p><br/><br/> Rusty Knutson replied:<br/>Dionnehttps://jobflow.userecho.com/users/11-dionne/topics/tag:jobflow.userecho.com,2016-12-01:/communities/1/topics/97-weather-link-to-scheduler/2016-12-01T21:39:58+00:002016-12-01T21:39:58+00:00Weather link to scheduler [ideas] <p>Katie at FarmIT suggests that having a link in the scheduler that displays local weather would be a helpful feature that could inform scheduling decisions.</p><p></p><br/><br/>suggested by: Rusty KnutsonRusty Knutsonhttps://jobflow.userecho.com/users/12-rusty-knutson/topics/tag:jobflow.userecho.com,2016-11-02:/communities/1/topics/96-changes-to-invoices/2016-11-02T22:12:15+00:002016-11-02T22:12:15+00:00Changes to Invoices [bugs] [not a bug]<p>We have just noticed after doing a batch of invoices in Xero that the 'charge type' field without the (hr / ha) reference is now pushing through to Xero rather than the 'tasks' field. </p><br/><br/> anonymous replied:<br/><p>Hi Roz, I will touch base with Rusty see if there is an easy way to do this in the code/background. Is there a one to one relationship between tasks and chargeout rates?</p>rozhttps://jobflow.userecho.com/users/17-roz/topics/tag:jobflow.userecho.com,2016-11-01:/knowledge-bases/2/articles/95-how-do-i-set-up-a-job-template/2016-11-01T00:24:24+00:002016-11-01T00:24:24+00:00How do I set up a job template? [articles] <p><span>When you create a Job, you select a job template - this defaults to what you usually do on that particular type of job and provides other options you can add or take away , making job creation easy! </span></p><p><span><br></span></p><p><span>Job templates bring together tasks, charges, products, materials and services for a particular type of job. You can create (and edit) your templates so they make sense to you and your team. </span></p><p><br></p><p><span></span>Here's how to create a job template:</p><p><a href="https://prod.jobflow.nz/?_wfx_=412865f0-90d1-11e6-b370-04013d24cc02#/dashboard">https://prod.jobflow.nz/?_wfx_=412865f0-90d1-11e6-b370-04013d24cc02#/dashboard</a><span><a href="https://prod.jobflow.nz/?_wfx_=412865f0-90d1-11e6-b370-04013d24cc02#/dashboard"></a></span></p><br/><br/>suggested by: anonymousanonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-11-01:/knowledge-bases/2/articles/94-what-are-resources-and-how-do-i-add-them/2016-11-01T00:17:13+00:002016-11-01T00:17:13+00:00What are resources and how do I add them? [articles] <p><span>Resources are workers, vehicles and implements that you assign to a task. Resources can be linked together with attributes so you know what vehicle couples with what implement or driver usually/can drive a certain vehicle.</span></p><p><span><br></span></p><p><span>Here's how you add a resource:</span></p><p><span><span><a href="https://prod.jobflow.nz/?_wfx_=81243de0-9186-11e6-a787-04013d24cf02#/dashboard">https://prod.jobflow.nz/?_wfx_=81243de0-9186-11e6-a787-04013d24cf02#/dashboard</a></span><a href="https://prod.jobflow.nz/?_wfx_=81243de0-9186-11e6-a787-04013d24cf02#/dashboard"></a><br></span></p><br/><br/>suggested by: anonymousanonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-11-01:/knowledge-bases/2/articles/93-how-do-teams-help-and-how-do-i-set-them-up/2016-11-01T00:11:09+00:002016-11-01T00:11:09+00:00How do teams help and how do I set them up? [articles] <p><span>Teams help allocate resources to tasks for each particular job template. When set up, on the scheduler you will be able to drag a job to a team and it will automatically assign the teams default resources to the job. </span></p><p><br></p><p>Here's how to set up your teams:</p><p><span><a href="https://prod.jobflow.nz/?_wfx_=edc80fb0-9188-11e6-b370-04013d24cc02#/dashboard">https://prod.jobflow.nz/?_wfx_=edc80fb0-9188-11e6-b370-04013d24cc02#/dashboard</a><a href="https://prod.jobflow.nz/?_wfx_=edc80fb0-9188-11e6-b370-04013d24cc02#/dashboard"></a><br></span></p><p><br></p><br/><br/>suggested by: anonymousanonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-11-01:/knowledge-bases/2/articles/92-how-do-i-set-up-my-attributes/2016-11-01T00:08:10+00:002016-11-01T00:08:10+00:00How do I set up my attributes? [articles] <p>Here is a tutorial on how to add a attribute:</p><p><span><a href="https://prod.jobflow.nz/?_wfx_=3cf0bc30-9180-11e6-85ad-04013d24cd02#/help">https://prod.jobflow.nz/?_wfx_=3cf0bc30-9180-11e6-85ad-04013d24cd02#/help</a></span><a href="https://prod.jobflow.nz/?_wfx_=3cf0bc30-9180-11e6-85ad-04013d24cd02#/help"></a><br></p><br/><br/>suggested by: anonymousanonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-10-31:/knowledge-bases/2/articles/91-how-do-i-invoice-reviewed-jobs/2016-10-31T23:55:10+00:002016-10-31T23:55:10+00:00How do I invoice reviewed jobs? [articles] <p>After a job has been reviewed (checked its ready for invoicing) it will often be checked again before its status is shifted to " Invoice". If you are connected to Xero this will create a draft invoice in Xero - alternatively the job summay printout will give you everything you need to enter into your accounting system.</p><p><br></p><p>Follow this to walk through invoicing:</p><p><span><a href="https://prod.jobflow.nz/?_wfx_=3613e8a0-8ff6-11e6-b370-04013d24cc02#/help">https://prod.jobflow.nz/?_wfx_=3613e8a0-8ff6-11e6-b370-04013d24cc02#/help</a></span><br></p><br/><br/>suggested by: anonymousanonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-10-31:/knowledge-bases/2/articles/90-how-do-i-review-jobs-ready-for-invoicing/2016-10-31T23:49:27+00:002016-10-31T23:49:27+00:00How do I review jobs ready for invoicing? [articles] <p><span>When the job is completed it should be looked at again to ensure that it has captured all of the invoicing information correctly and moved on to "Review" job status.</span></p><p><span><br></span></p><p><span>Here is the tutorial to walk you through the steps:</span></p><p><span><span><a href="https://prod.jobflow.nz/?_wfx_=bb88dd80-8ff4-11e6-a787-04013d24cf02#/help">https://prod.jobflow.nz/?_wfx_=bb88dd80-8ff4-11e6-a787-04013d24cf02#/help</a></span><br></span></p><br/><br/>suggested by: anonymousanonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-10-31:/communities/1/topics/63-default-chargeout-rate-so-we-dont-have-to-select-chargeout-rate-on-a-task-each-time/2016-10-31T01:07:33+00:002016-10-31T01:07:33+00:00Default Chargeout Rate so we dont have to select chargeout rate on a task each time [ideas] [completed]<p>Nigel from Mehrtens hot on this one... when creating a job for each task you have to select a chargeout rate - if there is only one chargeout rate loaded against the task (on the job template) could this default so we dont have to pick them every time?</p><p><br></p><p>Also to think about (longer term possibly) should we be able to select (as n tick a box) which chargeout rate we want to default the task too when there is more than one?</p><br/><br/> anonymous replied:<br/><p>Default Chargeout rate released today -</p><p>Where there are multiple charge types associated with a task you will still<br>need to select the appropriate charge but where there is only one charge<br>type available JobFlow will now pre-populate the charge type field with that<br>charge type.<br></p>anonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-10-31:/communities/1/topics/71-automatic-complete-for-jobs-where-tasks-are-all-completed/2016-10-31T01:01:08+00:002016-10-31T01:01:08+00:00Automatic Complete for Jobs where tasks are all completed [ideas] [completed]<p>This is a oldy but a goodie, Dionne raised it again on another ticket and it deserves one all of its own to watch progress on. [<span>JBFLOW-121</span> in JIRA - raised April 2016].</p><p><br></p><p>When all tasks are complete can the job status automatically change to complete?</p><br/><br/> anonymous replied:<br/><p>This is in todays release - when all tasks are completed on a job the job status changes automatically to complete - awesome work team :) </p>anonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-10-31:/knowledge-bases/2/articles/89-how-to-revert-map-to-googlemap-when-custom-map-is-loaded/2016-10-31T00:53:42+00:002016-10-31T00:53:42+00:00How to revert map to google.map (when custom map is loaded) [articles] <p>In the site file ( <span><a href="https://prod.jobflow.nz/#/sites">https://prod.jobflow.nz/#/sites</a></span> ) you have the option to upload a custom map which REPLACES the google.map. To revert back to the google map select the red "X" on the top right hand corner of the image and it will revert to google maps.</p><p></p><p><img src="/s/attachments/19769/2/1/4d9165ae219badaf00a7b55d2ad2fed1.png"></p><br><p></p><p><span></span></p><br/><br/>suggested by: anonymousanonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-10-31:/communities/1/topics/47-add-job-no-to-the-mobile-operator-task-view/2016-10-31T00:37:08+00:002016-10-31T00:37:08+00:00Add job no. to the mobile operator task view [ideas] [completed]<p>Thank you Roz for contributing the following idea:</p><p><br></p><p>Add the job no. to the mobile operator 'my tasks' view. Also, add the job reference field to the 'my tasks' view. It currently only shows on the actual mobile task view (Click through from my tasks)</p><br/><br/> anonymous replied:<br/><p>Completed in release today Job # as well as Task Reference added to mobile view</p><p><br></p><p><img src="/s/attachments/19769/1/1/a41e6541f2e438c64bb6d185ac15c5e7.png"></p>Rusty Khttps://jobflow.userecho.com/users/4-rusty-k/topics/tag:jobflow.userecho.com,2016-10-27:/communities/1/topics/44-job-cards-when-printing-multiple-job-cards-the-top-overlaps/2016-10-27T23:56:48+00:002016-10-27T23:56:48+00:00Job Cards- when printing multiple job cards the top overlaps. [bugs] [fixed]<p>When printing multiple job cards (ok on single or one by one) the top overlaps making the header information unreadible. [First reported by Rachel @ Jacksons]</p><br/><br/> anonymous replied:<br/><p>this appears to have righted itself - let me know if you still have this problem.</p>Rusty Khttps://jobflow.userecho.com/users/4-rusty-k/topics/tag:jobflow.userecho.com,2016-10-24:/knowledge-bases/2/articles/88-how-to-review-a-job-completed-by-a-mobile-operator/2016-10-24T23:40:45+00:002016-10-24T23:40:45+00:00How to review a job completed by a mobile operator. [articles] <p>A mobile operator can enter the actual job size and time as well as confirm material and products used. Each task is 'completed" during this process as well. This steps reviews these entries and gets a job ready to check for invoicing.</p><p><br></p><p>Here's the walkthrough guide:</p><p><span><a href="https://prod.jobflow.nz/?_wfx_=bf4c7370-8a89-11e6-a787-04013d24cf02#/dashboard">https://prod.jobflow.nz/?_wfx_=bf4c7370-8a89-11e6-a787-04013d24cf02#/dashboard</a></span><a href="https://prod.jobflow.nz/?_wfx_=bf4c7370-8a89-11e6-a787-04013d24cf02#/dashboard"></a><br></p><p><br></p><p><br></p><br/><br/>suggested by: anonymousanonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-10-24:/knowledge-bases/2/articles/87-what-is-complete-job-status/2016-10-24T22:55:51+00:002016-10-24T22:55:51+00:00What is "Complete" Job Status? [articles] <p><span>When a job status is completed it means that all of the actual time and size has been updated via either manual entry from printed job cards or mobile view entry. A completed job is ready to be reviewed for invoicing.</span></p><p><span><br></span></p><p><span>Here are the two related tutorials:</span></p><p><span>Manual time/size entry and completion-</span></p><p><span><span><a href="https://prod.jobflow.nz/?_wfx_=8ac5fbe0-8ff1-11e6-a787-04013d24cf02#/help">https://prod.jobflow.nz/?_wfx_=8ac5fbe0-8ff1-11e6-a787-04013d24cf02#/help</a></span><a href="https://prod.jobflow.nz/?_wfx_=8ac5fbe0-8ff1-11e6-a787-04013d24cf02#/help"></a><br></span></p><p><span><br></span></p><p><span>Reviewing jobs completed by a mobile operator-</span></p><p><span><span><a href="https://prod.jobflow.nz/?_wfx_=bf4c7370-8a89-11e6-a787-04013d24cf02#/dashboard">https://prod.jobflow.nz/?_wfx_=bf4c7370-8a89-11e6-a787-04013d24cf02#/dashboard</a><a href="https://prod.jobflow.nz/?_wfx_=bf4c7370-8a89-11e6-a787-04013d24cf02#/dashboard"></a><br></span></span></p><br/><br/>suggested by: anonymousanonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/tag:jobflow.userecho.com,2016-10-24:/knowledge-bases/2/articles/86-how-do-i-manually-complete-a-job-from-a-job-card/2016-10-24T22:42:58+00:002016-10-24T22:42:58+00:00How do I manually complete a Job? (from a Job Card) [articles] <p><span>Manual completion is usually used in conjunction with using printed Job Cards or Job Sheets. This involves entering the actual time taken and job size on behalf of the operator before changing and saving the job with status complete.</span></p><p><span><br></span></p><p><span>Here's a tutorial on how to complete a job:</span></p><p><span><span><a href="https://prod.jobflow.nz/?_wfx_=8ac5fbe0-8ff1-11e6-a787-04013d24cf02#/help">https://prod.jobflow.nz/?_wfx_=8ac5fbe0-8ff1-11e6-a787-04013d24cf02#/help</a></span><br></span></p><br/><br/>suggested by: anonymousanonymoushttps://jobflow.userecho.com/users/1-anonymous/topics/